William Patzer, financial advisor Boston MA
90 score

William Patzer

CRD Number: 6246785
Current Firm: Daintree Advisors LLC

William Patzer (CRD# 6246785) is an Investment Advisor Representative working at Daintree Advisors LLC in Boston, MA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Daintree Advisors LLC Boston, MA Sep 2013 - Current 4
South Shore Baptist Church Hingham, MA Jun 2010 - Aug 2013 3
Unemployed Boston, MA Mar 2010 - May 2010 < 1
The Boston Company Asset Management Boston, MA Nov 2005 - Feb 2010 4

William Patzer has no recent exams reported.
Contact Info for William S. Patzer
Phone Number: 617-848-3410
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,082
    MILLIONS
  • Total Number of Accounts
    1,031
    ACCOUNTS
  • Average Account Value
    $1,049,322
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CT, FL, IN, KY, MA, NH, NY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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