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Edward Gregory Williams

Facet

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About Edward Gregory Williams

Edward Gregory Williams is an investment advisor representative with Facet. Edward is a Certified Financial Planner and Chartered Financial Consultant. Edward has been in the financial services industry since 2001 and has worked for firms such as TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, VANGUARD MARKETING CORPORATION, USALLIANZ INVESTOR SERVICES, LLC, and DIRECTED SERVICES, INC. Edward holds Series 6, 7, 63, and 65 licenses and the SIE exam. Edward's current employer, Facet, is a registered investment advisor headquartered in Baltimore, MD and manages approximately $1 billion - $10 billion in assets. Facet provides financial planning and portfolio management services to individuals and high-net-worth individuals.

Firm Information

Edward Williams is currently registered with Facet. Facet is an investment advisor headquartered in BALTIMORE, MD with approximately $1 billion - $10 billion in assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 58 investment advisor representatives and 34,597 total accounts.
Facet

400 EAST PRATT STREET

BALTIMORE, MD 21202

$3.87B

Assets Under Management

2,957

Total Clients

71

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Edward Williams’s Registration & Firm History

PA

06/08/2021 - Present

Facet (Downingtown PA)

PA

01/05/2016 - 08/12/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (RADNOR PA)

PA

01/05/2004 - 12/02/2015

VANGUARD MARKETING CORPORATION (MALVERN PA)

MN

09/19/2002 - 12/18/2003

USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)

PA

12/10/2001 - 06/07/2002

DIRECTED SERVICES, INC. (WEST CHESTER PA)

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Licenses & Designations

IA

Issued 01/13/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/08/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/2014

Series 7 - General Securities Representative Examination

BC

Issued 12/07/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Edward Gregory Williams. Review regulatory record here.
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