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William P. Rice
ANCHOR CAPITAL ADVISORS LLC
BOSTON, MA 02110-4104
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CRD#: 2114122
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Professional summary
William Phipps Rice, who also goes by William Rice, is a registered financial advisor currently at ANCHOR CAPITAL ADVISORS LLC located in Boston, Massachusetts.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. William has worked at 2 firms and has passed the Series 63, Series 65 and Series 2 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William Rice
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
VICE CHAIRMAN AND TREASURER Ocean Reef Chapel Foundation, 31Ocean Reef Drive, Key Largo, FL 33037 (Since 2019) Not Investment Related VICE CHAIRMAN AND TREASURER Ocean Reef Chapel, Inc., 31 Ocean Reef Drive, Key Largo, FL 33037 (Since 2019) Not Investment Related TREASURER/DIRECTOR Protestant Congregation of Ocean Reef, 31 Ocean Reef Drive, C101-#248, Key Largo, FL 33037 " "
CRS (Client Relationship Summary) - RIA
Click below to view William Phipps Rice's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 18, 1992 - Present
ANCHOR CAPITAL ADVISORS LLC
Office #1: Two International Place Suite 2110, Boston, MA 02110-4104Office #2: One Post Office Square, Boston, MA 02109RIA
CRD#: 105540
BOSTON, MA
Past
April 14, 1994 - January 24, 2013
ANCHOR/RUSSELL CAPITAL ADVISORS LLC
RIA
CRD#: 105331
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ANCHOR CAPITAL ADVISORS LLC
ANCHOR CAPITAL ADVISORS INC | ANCHOR/RUSSELL WEALTH ADVISORS | ANCHOR CAPITAL ADVISORS LLC
CRD#: 105540 / SEC#: 801-18930
RIA
Registered Investment Advisory firm - (5/12/1983 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(9/5/2023)
IAR
Massachusetts(4/14/1994)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 2
Date: 11/15/1991
Non-Member General Securities ExaminationCurrent Firm
AC
ANCHOR CAPITAL ADVISORS LLC
ANCHOR CAPITAL ADVISORS INC | ANCHOR/RUSSELL WEALTH ADVISORS | ANCHOR CAPITAL ADVISORS LLC
CRD#: 105540 / SEC#: 801-18930
RIA
Registered Investment Advisory firm - (5/12/1983 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Two International Place Suite 2110, Boston, MA 02110-4104
Mailing Address
Phone number
(617) 338-3800
Established
Firm type
Fiscal year end
# of Employees
45
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,840 |
| AUM (Assets Under Management) | $ 2,434,135,739 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/10/2025 | ||
| 07/08/2024 | ||
| 07/24/2023 | ||
| 11/03/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ANCHOR CAPITAL ADVISORS LLC
CRD#: 105540Boston, MA 02110-4104TRUST BUT VERIFY
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Contact information
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