Investment adviser representative · Vault Wealth
William V. Malone
CRD 6593547 · Oklahoma City, OK
At a glance
William V. Malone is an investment adviser representative with Vault Wealth in Oklahoma City, OK, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on William’s SEC record dates to 2016, about 10 years ago.
Current advisory firm
- Vault WealthSince November 2019Oklahoma City, OK · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
William’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
- 1 firmLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
More at Vault Wealth
- Lindsey N. BeamanOklahoma City
- Michael G. DellinOklahoma City
- Luke Z. MilhollandOklahoma City · Certified Financial Planner, Chartered Financial Consultant
- Richard C. WilsonOklahoma City
Every advisor at Vault Wealth →Financial advisors in Oklahoma City, OK →Every Vault Wealth advisor in Oklahoma City →Advisor Moves: who changed firms this week →