William Spencer (CRD# 6695898) is an Investment Advisor Representative working at Crestwood Advisors in Boston, MA and has 1 year of experience in the finance industry. William Spencer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Crestwood Advisors Group, LLC | Boston, MA | Jan 2017 - Current | 7 |
Crestwood Advisors LLC | Boston, MA | Jun 2016 - Dec 2016 | < 1 |
Jpmorgan Chase Na | Boston, MA | May 2011 - Jun 2016 | 5 |
- MA
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Total Assets Under Management5,692MILLIONS
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Total Number of Accounts5,231ACCOUNTS
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Average Account Value$1,088,172
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OR, PA, RI, SC, TX, VA, VT
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