Victoria Noelle Williams
Investment adviser representative at Wellfull
13 yearsExperience
1 stateRegistered in
$866.4MFirm assets
9 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
13 years in the industry.
- WellfullDec 2023 to now
- Bernardo Wealth PlanningJun 2023 to now
- CrocsMay 2021 to Aug 2021
- Messiah UniversityAug 2020 to May 2023
- SchoolJul 2013 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Wellfull
Legal name: Bernardo Wealth Planning, LLC
$866.4MAssets managed
801Clients
11Advisers
9 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
- 7785784
- Firm CRD
- 288705