Unclaimed Profile

Thomas Keith Williams

DOMANI WEALTH, LLC·LANCASTER, Pennsylvania

Series 7, Series 24, Series 66Clean record24 years registeredDOMANI WEALTH, LLC

1869 CHARTER LANE, LANCASTER, PA 17601-5879CRD# 3126354Firm CRD# 174303

Profile Verification

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

Identity

Thomas Keith Williams · LANCASTER, PA

Registration

CRD #3126354 · DOMANI WEALTH, LLC · 24 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

May 2023 – present

DOMANI WEALTH, LLC

Feb 2015 – Aug 2023

WYOMISSING, PA

PARENTEBEARD WEALTH MANAGEMENT LLC

Mar 2010 – Feb 2015

WYOMISSING, PA

BMC FINANCIAL ADVISORS

Aug 2002 – Mar 2010

WYOMISSING, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Registration record

First registered · August 7, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DOMANI WEALTH, LLC

CRD 174303 · SEC 801-80939

AUM

$1.3B

Regulatory assets under management

Employees

3,114 client accounts

Services offered by DOMANI WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 DOMANI WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Keith Williams offer?

Thomas Keith Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LANCASTER, Pennsylvania for a consultation.

What are Thomas Keith Williams's credentials?

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

Where is Thomas Keith Williams located?

Thomas Keith Williams is based in LANCASTER, Pennsylvania, working with DOMANI WEALTH, LLC. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.

How does Thomas Keith Williams charge for services?

Thomas Keith Williams's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DOMANI WEALTH, LLC?

DOMANI WEALTH, LLC has approximately 23 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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