WR
William P. Rice
ANCHOR CAPITAL ADVISORS LLC
BOSTON, MA 02110-4104
Some features on this profile are disabled
CRD#: 3096815
WR
Professional summary
William Phipps 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 2000. William has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
the name of the other business: Kirk Brincklow Irrevocable Trust whether the business is investment-related: yes the address of the other business: managed at Anchor Capital Advisors LLC, Two International Place, 21st Floor, Boston, MA 02110 the nature of the other business: Overseeing the trust of a client your position, title, or relationship with the other business: Trustee the start date of your relationship: Unable to pinpoint exact start date the approximate number of hours/month you devote to the other business: 0.1 the number of hours you devote to the other business during securities trading hours: 0 briefly describe your duties relating to the other business: Help monitor and distribute trust assets as needed
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 20, 2015 - Present
ANCHOR CAPITAL ADVISORS LLC
Office #1: Two International Place Suite 2110, Boston, MA 02110-4104RIA
CRD#: 105540
BOSTON, MA
Past
May 1, 2001 - May 2, 2003
J.P. MORGAN SECURITIES INC.
BD
CRD#: 18718
NEW YORK, NY
Past
December 22, 2000 - May 1, 2001
JPMSI
BD
CRD#: 15733
NEW YORK, NY
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
Massachusetts(5/20/2015)
IAR
New Hampshire(2/23/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
Company Information
ANCHOR CAPITAL ADVISORS LLC
CRD#: 105540Boston, MA 02110-4104TRUST BUT VERIFY
Monitor William Rice
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
