William Robert Grace
Investment adviser representative at Principal Advised Services
14 yearsExperience
2 statesRegistered in
$1.4BFirm assets
7 yearsFirm in business
Are you William Robert Grace? Claim your profile
Contact this firm
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
Experience
14 years in the industry.
- Principal Advised ServicesApr 2026 to now
- Principal BankApr 2026 to now
- Principal Life Insurance CompanyApr 2026 to now
- Principal Securities, Inc.Apr 2026 to now
- Vanguard Advisers, Inc.Oct 2021 to Mar 2026
- The Vanguard Group, Inc.Aug 2021 to Mar 2026
- Vanguard Marketing CorporationAug 2021 to Mar 2026
- MyeyedrNov 2018 to Jul 2021
- Cohen's Fashion OpticalApr 2012 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (IA, NC).
Principal Advised Services
Legal name: Principal Advised Services, LLC
$1.4BAssets managed
23,164Clients
231Advisers
7 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
- 7427973
- Firm CRD
- 297324