AdvisorOS Directory
Claim Profile
AW

Antoine Troy Williams

ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC·SHELBURNE, Vermont
Unclaimed Profile
2989 SHELBURNE ROAD, SHELBURNE, VT 05482CRD# 2072136Firm CRD# 312253
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SHELBURNE?

Browse all registered financial advisors in SHELBURNE, Vermont or claim this profile if it's yours.

Browse SHELBURNE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SHELBURNE
Aileen Jane Kraus — M. KRAUS & COMPANYChristopher Michael Capano — M. KRAUS & COMPANYDanielle Lori Nash — M.KRAUS & COMPANYDenise Marie Dalton — M. KRAUS & COMPANYAnjeza Theodora Lemelson — LEMELSON CAPITAL MANAGEMENT, LLC
Nearby cities in Vermont
BURLINGTON (61)MONTPELIER (49)MANCHESTER (17)SOUTH BURLINGTON (17)BRATTLEBORO (13)
City Guides
BURLINGTON GuideMONTPELIER GuideMANCHESTER GuideSOUTH BURLINGTON GuideBRATTLEBORO Guide
Research
Advisor Fees in VermontNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile