William Frederick Spencer
CFP®Professional Summary
William Frederick Spencer, CFP®, who also goes by Billy Spencer, is a registered financial advisor currently at CRESTWOOD ADVISORS located in Boston, Massachusetts. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. William has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Billy Spencer
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
9 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
CRESTWOOD ADVISORS | CRESTWOOD ADVISORS GROUP, LLC
Contact Information
Main Address
One Liberty Square Suite 500, Boston, MA 02109Phone Number
(617) 523-8880# of Employees
64SEC notice filing (30 States and Territories)
Registered to provide investment advisory services in 30 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
6,710AUM (Assets Under Management)
$8,021,455,218Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/13/2026 | Cover Page | Report |
| 08/11/2025 | Cover Page | Report |
| 06/20/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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 advisor shows no other business activity.
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Primary Firm SEC Registration
CRESTWOOD ADVISORS | CRESTWOOD ADVISORS GROUP, LLC
State Registrations and Notice Filings
(2/28/2017)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view William Frederick Spencer's CRS (Customer Relationship Summary).
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