Killana
Williams
Palumbo Wealth Management LLC
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About this Advisor
Killana Williams is a financial advisor who works out of Great Neck, New York who has 2 years of industry experience. Williams is an employee of Palumbo Wealth Management LLC. During their career, Williams has held roles at Lpl Financial, Ubs Financial Services Inc, Palumbo Wealth Management and Private Client Services. Williams has Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to operate in New York. Palumbo Wealth Management LLC is a registered investment firm operating out of Great Neck, NY. The investment advisory business has a total of seven employees. It oversees $230 million in total assets across its 606 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 606 customer accounts, 88% are held by high-net-worth clients who have at least $1 million in investable assets. Palumbo Wealth Management LLC offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice typically vary depending on the type of financial services offered. Fees billed by Palumbo Wealth Management LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Palumbo Wealth Management LLC Brokerage Details
$230,140,486
7
606
$379,770
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Killana Williams Work History
Killana has been registered as a financial advisor for 2 years.*
Palumbo Wealth Management
Private Client Services
Ubs Financial Services Inc
Lpl Financial
*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 Killana 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 Palumbo Wealth Management LLC
Great Neck, NY
Great Neck, NY
Great Neck, NY
Great Neck, NY
Great Neck, NY
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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