Unclaimed Profile

Killana P Williams

PALUMBO WEALTH MANAGEMENT LLC·GREAT NECK, New York

SIE, Series 6, Series 7, Series 63, Series 66Clean record7 years registeredPALUMBO WEALTH MANAGEMENT LLC

1010 NORTHERN BOULEVARD, GREAT NECK, NY 11021CRD# 4713628Firm CRD# 306548

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Killana P Williams · GREAT NECK, NY

Registration

CRD #4713628 · PALUMBO WEALTH MANAGEMENT LLC · 7 years registered

Brand Profile

Not yet started

Career History

PALUMBO WEALTH MANAGEMENT LLC

Jul 2021 – present

UBS FINANCIAL SERVICES INC.

May 2019 – Jan 2020

GARDEN CITY, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · May 30, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PALUMBO WEALTH MANAGEMENT LLC

CRD 306548 · SEC 801-117901

AUM

$323M

Regulatory assets under management

Employees

706 client accounts

Services offered by PALUMBO WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PALUMBO WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Killana P Williams offer?

Killana P Williams specializes in Financial Planning, Investment Management. Contact their office in GREAT NECK, New York for a consultation.

What are Killana P Williams's credentials?

Killana P Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Killana P Williams located?

Killana P Williams is based in GREAT NECK, New York, working with PALUMBO WEALTH MANAGEMENT LLC. Their office serves clients in the GREAT NECK metropolitan area and surrounding communities.

How does Killana P Williams charge for services?

Killana P Williams's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PALUMBO WEALTH MANAGEMENT LLC?

PALUMBO WEALTH MANAGEMENT LLC has approximately 6 employees and manages $323M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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