Magaly
Williams
Polen Capital Management, LLC
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About this Advisor
Magaly Williams is a financial advisor operating out of Boca Raton, Florida, who has 1 year of relevant experience. Williams is an employee of Polen Capital Management, LLC. During their career, Williams has held roles at T. Rowe Price, Raymond James And Associates, Polen Capital Management, LLC and Foreside Funds Distributors LLC. Williams holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and can work in Florida. Polen Capital Management, LLC is a company based out of Boca Raton, FL. The firm has a total of 153 financial advisors. It manages $36 billion in assets under management across its 3,515 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 98 charities and foundations. Of its 3,515 client accounts, 82% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Polen Capital Management, LLC provides a diverse assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fee schedules largely vary depending on the type of services offered. However, fees charged by Polen Capital Management, LLC can include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Polen Capital Management, LLC Brokerage Details
$36,045,083,867
153
3,515
$10,254,647
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Magaly Williams Work History
Magaly has been registered as a financial advisor for 1 years.*
Foreside Funds Distributors LLC
Polen Capital Management, LLC
Raymond James And Associates
T. Rowe Price
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Magaly Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Polen Capital Management, LLC
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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