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Antoine Troy Williams

ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC·SHELBURNE, Vermont
SIE, Series 7, Series 63, Series 66Clean record21 years registeredANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC
2989 SHELBURNE ROAD, SHELBURNE, VT 05482CRD# 2072136Firm CRD# 312253

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Antoine Troy Williams · SHELBURNE, VT
Registration
CRD #2072136 · ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC
Mar 2021 – present
PRIVATE ADVISOR GROUP, LLC
Jun 2012 – May 2021
SHELBURNE, VT
ESI FINANCIAL ADVISORS
May 2005 – May 2012
SHELBURNE, VT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · May 11, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC
CRD 312253 · SEC 801-120352
AUM
$198M
Regulatory assets under management
Employees
3
855 client accounts
Services offered by ANTOINE WILLIAMS & ASSOCIATES 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 ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Antoine Troy Williams offer?
Antoine Troy Williams specializes in Financial Planning, Investment Management. Contact their office in SHELBURNE, Vermont for a consultation.
What are Antoine Troy Williams's credentials?
Antoine Troy Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Antoine Troy Williams located?
Antoine Troy Williams is based in SHELBURNE, Vermont, working with ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC. Their office serves clients in the SHELBURNE metropolitan area and surrounding communities.
How does Antoine Troy Williams charge for services?
Antoine Troy 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 ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC?
ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $198M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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