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Victoria Williams

Investment adviser representative at Bernardo Wealth Planning in Harleysville, PA

Investment adviser registrationUpdated

Victoria Williams is an investment adviser representative at Bernardo Wealth Planning, LLC, an investment adviser managing $866M, and works from its Harleysville, PA office. Victoria Williams has been registered through Bernardo Wealth Planning since 20 December 2023, has 2 years in the industry across 1 firm and has passed the Series 65.

2
Years in industry
2
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Victoria Williams has been an investment adviser representative at Bernardo Wealth Planning since December 2023, and is not listed among the firm’s executive officers or direct owners.

Bernardo Wealth Planning, LLC is a Harleysville, PA firm with $866M under management, 801 clients and 7 advisers in one office, as of its March 2026 filing.

  1. WellfullCurrent
    – present · 2 years
    Harleysville, PA · Adviser representative · Firm CRD 288705

Credentials and registrations

Investment adviser representative registrations

Victoria Williams is registered as an investment adviser representative in Pennsylvania, since December 2023.

  • PennsylvaniaSince 20 December 2023

Examinations

Series 6520 December 2023
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Victoria Noelle Williams
CRD
7785784
Firm
Bernardo Wealth Planning · CRD 288705
Office
272 RUTH ROAD, Harleysville, PA 19438
Registration
Investment adviser registration
In the industry since
December 2023
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Victoria Williams work?

Victoria Williams is an investment adviser representative registered through Bernardo Wealth Planning, LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Victoria Williams a financial advisor?

Yes. Victoria Williams has a current investment-adviser registration in Pennsylvania, through Bernardo Wealth Planning since December 2023.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Victoria Williams have?

Victoria Williams has 2 years in the financial industry, since December 2023, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Victoria Williams passed?

Victoria Williams passed the Series 65 in December 2023.

Source: IAPD individual record, checked 24 October 2026

Where is Victoria Williams based?

Victoria Williams’ registered office is in Harleysville, PA.

Source: IAPD individual record, checked 24 October 2026

Is Victoria Williams registered with FINRA?

No. Victoria Williams has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Victoria Williams’ record?

Search CRD 7785784 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Victoria Williams’ full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Bernardo Wealth Planning

Sources

  1. IAPD individual record, CRD 7785784, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Bernardo Wealth Planning, LLC, filed 11 March 2026. Executive officers and direct owners; this person is not among them.
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