William B. Reeve

KASTEL CAPITAL ADVISORS

Wellesley, MA 02482

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CRD#: 2670154

Professional summary

William Blair Reeve, CFP®, who also goes by William Reeve, is a registered financial advisor currently at KASTEL CAPITAL ADVISORS, LLC located in Wellesley, Massachusetts.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. William has worked at 5 firms and has passed the Series 63, Series 65, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Reeve

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.

Primary occupation is as a partner in a tax and accounting firm unrelated to investments. Registered Representative with Island Light Capital. I am a partner in an accounting firm which specializes in tax planning and tax preparation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Blair Reeve's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 1996

Experience

Current

April 14, 2020 - Present

KASTEL CAPITAL ADVISORS, LLC

Office #1: 40 Grove Street Suite 190, Wellesley, MA 02482

RIA

CRD#: 226520

Wellesley, MA

Past

June 18, 2019 - January 25, 2021

ISLAND LIGHT CAPITAL

RIA

CRD#: 162187

NATICK, MA

Past

January 4, 2016 - June 28, 2018

ASSET STRATEGY ADVISORS, LLC

RIA

CRD#: 139879

NATICK, MA

Past

February 21, 1997 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

February 21, 1997 - September 3, 1999

SIGNATOR INVESTORS, INC.

CRD#: 468

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".

KASTEL CAPITAL ADVISORS, LLC

KASTEL CAPITAL ADVISORS, LLC | PENSION & WEALTH MANAGEMENT ADVISORS

CRD#: 226520 / SEC#: 801-117355

RIA

Registered Investment Advisory firm - (9/24/2019 Approved)

Louisiana

Registered Investment Advisory firm - (10/16/2019 Terminated)

Massachusetts

Registered Investment Advisory firm - (11/20/2019 Terminated)

Texas

Registered Investment Advisory firm - (10/16/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Massachusetts
(4/14/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/7/1997

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/26/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 12/1/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/20/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KASTEL CAPITAL ADVISORS, LLC

KASTEL CAPITAL ADVISORS, LLC | PENSION & WEALTH MANAGEMENT ADVISORS

CRD#: 226520 / SEC#: 801-117355

RIA

Registered Investment Advisory firm - (9/24/2019 Approved)

Louisiana

Registered Investment Advisory firm - (10/16/2019 Terminated)

Massachusetts

Registered Investment Advisory firm - (11/20/2019 Terminated)

Texas

Registered Investment Advisory firm - (10/16/2019 Terminated)

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Contact information

Main Address

40 Grove Street Suite 190, Wellesley, MA 02482

Mailing Address

Phone number

(888) 622-2285

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-KASTEL CAPITAL ADVISORS, LLC (11/4/2025)

Regulatory assets under management

Total Number of Accounts	245
AUM (Assets Under Management)	$ 164,571,865

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

William B. Reeve

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Blair Reeve's CRS (Customer Relationship Summary).

Certified licenses

Experience

ISLAND LIGHT CAPITAL

ASSET STRATEGY ADVISORS, LLC

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

KASTEL CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/7/1997

Series 65

Date: 9/26/1995

Series 7

Date: 12/1/1998

Series 6

Date: 2/20/1997

Current Firm

KASTEL CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KASTEL CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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