William Tyler Kingsbury
Investment Adviser Representative at Valley Forge Investment Consultants, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
William Tyler Kingsbury is an investment adviser representative with Valley Forge Investment Consultants, Inc. in Audubon, PA, where they have been registered since 2024. They have worked in the securities industry since 2024 and were previously registered with Purshe Kaplan Sterling Investments. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
1 state or territory
Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Northwestern MutualSep 2022 – Jan 2023Greensboro, NC
- High Point UniversitySep 2019 – May 2023High Point, NC
- A Dui PyleJun 2022 – Jul 2022West Chester, PA
- UPSJun 2021 – Aug 2021West Chester, PA
- Bishop Shanahan High SchoolSep 2015 – Jun 2019Downingtown, PA
- DoordashMar 2020 – Aug 2020Phoenixville, PA
- Sedona Tap HouseJun 2019 – Sep 2019Phoenixville, PA
- iHopDec 2018 – Jan 2019Downingtown, PA
- 49 Wealth ManagementJun 2023 – Mar 2024Charlotte, NC
- Purshe Kaplan Sterling InvestmentsJun 2023 – Mar 2024Albany, NY
- Valley Forge Financial GroupJul 2024 – no end date reportedAudubon, PA
- DoordashMar 2024 – Jul 2024Charlotte, NC
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Valley Forge Investment Consultants, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- First $1,000,0001.00%
- Next $2,000,0000.75%
- Next $2,000,0000.50%
- Next $5,000,0000.30%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 11
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Audubon, PA
- SEC file number:
- 801-107519
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Valley Forge Investment Consultants, Inc.
10 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Tyler Kingsbury has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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