Donna Williams has been an investment adviser representative at Waverley Wealth Management since October 2015, and is not listed among the firm’s executive officers or direct owners.
Waverley Wealth Management LLC is a Mountain View, CA firm with $201M under management, 114 clients and 2 advisers in one office, as of its January 2026 filing.
- – present · 10 yearsMountain View, CA · Adviser representative · Firm CRD 156023
Investment adviser representative registrations
Donna Williams is registered as an investment adviser representative in California, since October 2015.
- CaliforniaSince 26 October 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 October 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Donna Robin Williams
- CRD
- 6514951
- Firm
- Waverley Wealth Management · CRD 156023
- Office
- 2570 W. EL CAMINO REAL, SUITE 680, Mountain View, CA 94040
- Registration
- Investment adviser registration
- In the industry since
- October 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Donna Williams work?
Donna Williams is an investment adviser representative registered through Waverley Wealth Management LLC since October 2015, and is not listed among the firm’s executive officers or direct owners.
Is Donna Williams a financial advisor?
Yes. Donna Williams has a current investment-adviser registration in California, through Waverley Wealth Management since October 2015.
How many years of experience does Donna Williams have?
Donna Williams has 10 years in the financial industry, since October 2015, across 1 adviser firm.
What exams has Donna Williams passed?
Donna Williams passed the Series 65 in October 2015.
Where is Donna Williams based?
Donna Williams’ registered office is in Mountain View, CA.
Is Donna Williams registered with FINRA?
No. Donna Williams has no current broker registration.
How can I verify Donna Williams’ record?
Search CRD 6514951 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donna Williams’ full registration record.
