EW
Edward G. Williams
BOLDIN ADVISORS
DOWNINGTOWN, PA
CRD#: 4465340
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EW
Edward Gregory WilliamsBOLDIN ADVISORS
Professional summary
Edward Gregory Williams, CFP®, who also goes by Ed Williams, is a registered financial advisor currently at BOLDIN ADVISORS located in Downingtown, Pennsylvania.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Edward has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ed Williams
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Edward Gregory Williams's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
June 11, 2026 - Present
BOLDIN ADVISORS
RIA
CRD#: 294881
DOWNINGTOWN, PA
Past
June 8, 2021 - June 3, 2026
FACET
RIA
CRD#: 285961
Downingtown, PA
Past
August 21, 2020 - May 10, 2021
CITIZENS PRIVATE WEALTH
RIA
CRD#: 106743
FORT WASHINGTON, PA
Past
January 7, 2016 - August 12, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
RADNOR, PA
Past
January 5, 2016 - August 12, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
RADNOR, PA
Past
October 27, 2014 - December 2, 2015
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
MALVERN, PA
Past
January 5, 2004 - December 2, 2015
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
Past
September 19, 2002 - December 18, 2003
ALLIANZ LIFE FINANCIAL SERVICES, LLC
BD
CRD#: 612
MINNEAPOLIS, MN
Past
December 10, 2001 - June 7, 2002
DIRECTED SERVICES LLC
BD
CRD#: 21675
WEST CHESTER, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BA
BOLDIN ADVISORS
BOLDIN ADVISORS | NEWRETIREMENT ADVISORS, LLC | NEWRETIREMENT ADVISORS
CRD#: 294881 / SEC#: 801-132987
RIA
Registered Investment Advisory firm - (6/12/2025 Approved)Arizona
Registered Investment Advisory firm - (7/10/2025 Terminated)California
Registered Investment Advisory firm - (8/9/2025 Terminated)Colorado
Registered Investment Advisory firm - (7/10/2025 Terminated)Florida
Registered Investment Advisory firm - (7/10/2025 Terminated)Illinois
Registered Investment Advisory firm - (7/10/2025 Terminated)Louisiana
Registered Investment Advisory firm - (7/10/2025 Terminated)Massachusetts
Registered Investment Advisory firm - (7/10/2025 Terminated)Minnesota
Registered Investment Advisory firm - (7/10/2025 Terminated)Nebraska
Registered Investment Advisory firm - (7/10/2025 Terminated)New York
Registered Investment Advisory firm - (7/10/2025 Terminated)North Carolina
Registered Investment Advisory firm - (7/16/2025 Terminated)Ohio
Registered Investment Advisory firm - (7/10/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/11/2025 Terminated)Texas
Registered Investment Advisory firm - (7/10/2025 Terminated)Vermont
Registered Investment Advisory firm - (7/10/2025 Terminated)Virginia
Registered Investment Advisory firm - (7/12/2025 Terminated)Wisconsin
Registered Investment Advisory firm - (7/10/2025 Terminated)Wyoming
Registered Investment Advisory firm - (7/10/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(6/11/2026)
IAR
Texas(6/11/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BA
BOLDIN ADVISORS
BOLDIN ADVISORS | NEWRETIREMENT ADVISORS, LLC | NEWRETIREMENT ADVISORS
CRD#: 294881 / SEC#: 801-132987
RIA
Registered Investment Advisory firm - (6/12/2025 Approved)Arizona
Registered Investment Advisory firm - (7/10/2025 Terminated)California
Registered Investment Advisory firm - (8/9/2025 Terminated)Colorado
Registered Investment Advisory firm - (7/10/2025 Terminated)Florida
Registered Investment Advisory firm - (7/10/2025 Terminated)Illinois
Registered Investment Advisory firm - (7/10/2025 Terminated)Louisiana
Registered Investment Advisory firm - (7/10/2025 Terminated)Massachusetts
Registered Investment Advisory firm - (7/10/2025 Terminated)Minnesota
Registered Investment Advisory firm - (7/10/2025 Terminated)Nebraska
Registered Investment Advisory firm - (7/10/2025 Terminated)New York
Registered Investment Advisory firm - (7/10/2025 Terminated)North Carolina
Registered Investment Advisory firm - (7/16/2025 Terminated)Ohio
Registered Investment Advisory firm - (7/10/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/11/2025 Terminated)Texas
Registered Investment Advisory firm - (7/10/2025 Terminated)Vermont
Registered Investment Advisory firm - (7/10/2025 Terminated)Virginia
Registered Investment Advisory firm - (7/12/2025 Terminated)Wisconsin
Registered Investment Advisory firm - (7/10/2025 Terminated)Wyoming
Registered Investment Advisory firm - (7/10/2025 Terminated)Loading...
Contact information
Main Address
1 Belvedere Place Suite 200, Mill Valley, CA 94941
Mailing Address
Phone number
(415) 462-5665
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (38 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
