Edward Gregory Williams
Investment adviser representative at Boldin Advisors
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- Boldin AdvisorsJun 2026 to now
- Newretirement Advisors LLC d/b/a Boldin AdvisorsJun 2026 to now
- Facet WealthMay 2021 to Jun 2026
- Citizens BankAug 2020 to Apr 2021
- Clarfeld Financial AdvisorsAug 2020 to Apr 2021
- TIAADec 2015 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Boldin Advisors
Legal name: Newretirement Advisors, LLC
$0Assets managed
821Clients
13Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4465340
- Firm CRD
- 294881