Donald Matthew Phelan
Investment adviser representative at Williamson Legacy Group, LLC
17 yearsExperience
1 stateRegistered in
$183.1MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Williamson Legacy Group, LLCMar 2022 to now
- Axxcess Wealth Management, LLCAug 2021 to Feb 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2021
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (IN).
Williamson Legacy Group, LLC
$183.1MAssets managed
348Clients
5Advisers
4 yearsIn 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
- 4902644
- Firm CRD
- 318629