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Antoine Troy Williams

ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC·SHELBURNE, Vermont
Clean recordANTOINE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Antoine Troy Williams is a registered financial advisor based in SHELBURNE, Vermont, affiliated with ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC
ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC
AUM
$198M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2072136
Firm CRD# 312253
View on FINRA BrokerCheck →

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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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