Gregory Lance Williams
Investment adviser representative at Wellington Management Company LLP
14 yearsExperience
1 stateRegistered in
$1.4TFirm assets
46 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Wellington Management Company LLCMay 2012 to now
- Wellington Management Advisers, Inc.May 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wellington Management Company LLP
$1.4TAssets managed
1,559Clients
1Advisers
46 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
- 5697949
- Firm CRD
- 106595