Unclaimed Profile

Glenn Alfred Williams

NORTHSTAR FINANCIAL COMPANIES, INC.·CONSHOHOCKEN, Pennsylvania

Series 3, Series 7, Series 24, Series 52, Series 53, Series 63, Series 65Clean record22 years registeredNORTHSTAR FINANCIAL COMPANIES, INC.

1100 E. HECTOR ST, CONSHOHOCKEN, PA 19428CRD# 870216Firm CRD# 119396

Profile Verification

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

Identity

Glenn Alfred Williams · CONSHOHOCKEN, PA

Registration

CRD #870216 · NORTHSTAR FINANCIAL COMPANIES, INC. · 22 years registered

Brand Profile

Not yet started

Career History

NORTHSTAR FINANCIAL COMPANIES, INC.

Dec 2025 – present

A. H. WILLIAMS & COMPANY, INC.

Nov 2003 – present

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 24

Series 52

Series 53

Series 63

Series 65

Registration record

First registered · November 13, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHSTAR FINANCIAL COMPANIES, INC.

CRD 119396 · SEC 801-115004

AUM

$285M

Regulatory assets under management

Employees

984 client accounts

Services offered by NORTHSTAR FINANCIAL COMPANIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NORTHSTAR FINANCIAL COMPANIES, INC. →

Introduction

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Frequently Asked Questions

What services does Glenn Alfred Williams offer?

Glenn Alfred Williams specializes in Financial Planning, Investment Management. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.

What are Glenn Alfred Williams's credentials?

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

Where is Glenn Alfred Williams located?

Glenn Alfred Williams is based in CONSHOHOCKEN, Pennsylvania, working with NORTHSTAR FINANCIAL COMPANIES, INC.. Their office serves clients in the CONSHOHOCKEN metropolitan area and surrounding communities.

How does Glenn Alfred Williams charge for services?

Glenn Alfred Williams's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHSTAR FINANCIAL COMPANIES, INC.?

NORTHSTAR FINANCIAL COMPANIES, INC. has approximately 4 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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