William T. Kingsbury

VALLEY FORGE INVESTMENT CONSULTANTS

Audubon, PA 19403

Some features on this profile are disabled

CRD#: 7579970

Professional summary

William Tyler Kingsbury is a registered financial advisor currently at VALLEY FORGE INVESTMENT CONSULTANTS, INC. located in Audubon, Pennsylvania and M HOLDINGS SECURITIES, INC. located in Audubon, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. William has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Tyler Kingsbury's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 5, 2024 - Present

VALLEY FORGE INVESTMENT CONSULTANTS, INC.

Office #1: 2500 Monroe Blvd. Suite 100, Audubon, PA 19403

RIA

CRD#: 123898

Audubon, PA

Current

August 1, 2024 - Present

M HOLDINGS SECURITIES, INC.

Office #1: 2500 Monroe Blvd. Ste. 100, Audubon, PA 19403

RIA

CRD#: 43285

Audubon, PA

Past

July 3, 2023 - January 9, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Charlotte, NC

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".

VALLEY FORGE INVESTMENT CONSULTANTS, INC.

PENN LIBERTY BANK | VALLEY FORGE INVESTMENT CONSULTANTS, INC. | VALLEY FORGE FINANCIAL GROUP

CRD#: 123898 / SEC#: 801-107519

RIA

Registered Investment Advisory firm - (3/30/2016 Approved)

Pennsylvania

Registered Investment Advisory firm - (4/22/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Pennsylvania
(8/1/2024)

IAR

Pennsylvania
(9/5/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/5/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/17/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 7/1/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 4/22/2023

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

VALLEY FORGE INVESTMENT CONSULTANTS, INC.

PENN LIBERTY BANK | VALLEY FORGE INVESTMENT CONSULTANTS, INC. | VALLEY FORGE FINANCIAL GROUP

CRD#: 123898 / SEC#: 801-107519

RIA

Registered Investment Advisory firm - (3/30/2016 Approved)

Pennsylvania

Registered Investment Advisory firm - (4/22/2016 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2500 Monroe Blvd. Suite 100, Audubon, PA 19403

Mailing Address

Phone number

(610) 783-6650

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A: FIRM BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,111
AUM (Assets Under Management)	$ 2,838,109,788

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.

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Dustin Willing

KESTRA ADVISORY SERVICES, LLC

IAR

Wayne, PA

Robert Boland

RBC CAPITAL MARKETS, LLC

IAR

Malvern, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William T. Kingsbury

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Tyler Kingsbury's CRS (Customer Relationship Summary).

Certified licenses

Experience

M HOLDINGS SECURITIES, INC.

PURSHE KAPLAN STERLING INVESTMENTS

Primary Firm SEC Registration

VALLEY FORGE INVESTMENT CONSULTANTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/5/2024

Series 63

Date: 3/17/2023

Series 6TO

Date: 7/1/2023

SIE

Date: 4/22/2023

FINRA

Current Firm

VALLEY FORGE INVESTMENT CONSULTANTS, INC.

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALLEY FORGE INVESTMENT CONSULTANTS, INC.

TRUST BUT VERIFY

Similar Advisors