Matthew Williams, financial advisor Blue Bell PA
90 score

Matthew Williams

CRD Number: 6109437
Current Firm: Park Avenue Securities LLC

Matthew Williams (CRD# 6109437) is an Investment Advisor Representative working at Park Avenue Securities LLC in Blue Bell, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities LLC Blue Bell, PA Dec 2015 - Current 1
Guardian Life Insurance Company Blue Bell, PA Dec 2015 - Current 1
Hibbein Engineering Co Blue Bell, PA Aug 1997 - Current 19
Park Avenue Securities Norristown, PA Aug 2012 - Dec 2015 3
Guardian Life Insurance Company Norristown, PA Jul 2012 - Dec 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Matthew L. Williams
Phone Number: 1-888-600-4667
Registered State(s):
  • DE
  • GA
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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