Investment adviser representative · Waverley Wealth Management LLC
Donna R. Williams
CRD 6514951 · Mountain View, CA
At a glance
Donna R. Williams is an investment adviser representative with Waverley Wealth Management LLC in Mountain View, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Donna’s SEC record dates to 2015, about 11 years ago.
Current advisory firm
- Waverley Wealth Management LLCSince October 2015Mountain View, CA · $201M in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Donna’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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