William P. Boyle
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Paul Boyle III was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1998. William had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 1, 2004 - March 1, 2019
GOLDMAN SACHS WEALTH SERVICES, L.P.
September 1, 2004 - March 1, 2019
MERCER ALLIED COMPANY, L.P.
January 23, 2004 - March 22, 2004
CETERA INVESTMENT ADVISERS LLC
January 1, 2004 - March 22, 2004
CETERA FINANCIAL SPECIALISTS LLC
September 25, 2003 - January 1, 2004
CAPITAL BROKERAGE CORPORATION
September 9, 2002 - June 20, 2003
CAPITAL BROKERAGE CORPORATION
November 10, 1998 - December 31, 2002
GE INVESTMENT DISTRIBUTORS, INC
Primary Firm SEC Registration
GOLDMAN SACHS WEALTH SERVICES, L.P.
CRD#: 106693 / SEC#: 801-48238
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
GOLDMAN SACHS WEALTH SERVICES, L.P.
CRD#: 106693 / SEC#: 801-48238
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 33,477 |
| AUM (Assets Under Management) | $ 25,958,285,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | ||
| 09/25/2024 | ||
| 11/17/2023 | ||
| 01/26/2023 |
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.
