William Dwyer, financial advisor Rockport MA

William Dwyer

CRD Number: 6795420
Current Firm: Safford Nicholas H & Co Inc.

William Dwyer (CRD# 6795420) is an Investment Advisor Representative working at Safford Nicholas H & Co Inc. in Rockport, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pleon Yacht Club Marblehead, MA May 2012 - Jun 2016 4
Jacob Realty Boston, MA Jan 2012 - Apr 2013 1
Unemployed Boston, MA Sep 2011 - Dec 2011 < 1
Great Harbor Yacht Club Nantucket, MA Jun 2011 - Sep 2011 < 1
Coral Reef Yacht Club Miami, FL Sep 2009 - Jun 2011 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2017
Contact Info for William P. Dwyer
Phone Number: 978-546-2462
Registered State(s):
  • CA
  • FL
  • ME
  • MA
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States


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