William Dwyer (CRD# 6795420) is an Investment Advisor Representative working at Safford Nicholas H & Co Inc. in Rockport, MA and has over 6 years of experience in the finance industry.
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pleon Yacht Club | Marblehead, MA | May 2012 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- CA
- FL
- ME
- MA
- VA
-
Total Assets Under Management1,758MILLIONS
-
Total Number of Accounts156ACCOUNTS
-
Average Account Value$11,270,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Other
CA, FL, MA, ME, VA
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