AdvisorOS Directory
Claim Profile
WC

William Charles Carey

FFCM LLC·BOSTON, Massachusetts
Unclaimed Profile
53 STATE STREET, BOSTON, MA 02109CRD# 1261019Firm CRD# 153781
01

About

William Charles Carey is a registered financial advisor based in BOSTON, Massachusetts, affiliated with FFCM LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
AGF INVESTMENTS LLC
AGF INVESTMENTS
AUM
$2.4B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at AGF INVESTMENTS LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1261019
Firm CRD# 153781
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William Charles Carey offer?
William Charles Carey specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are William Charles Carey's credentials?
William Charles Carey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Charles Carey located?
William Charles Carey is based in BOSTON, Massachusetts, working with FFCM LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does William Charles Carey charge for services?
William Charles Carey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FFCM LLC?
FFCM LLC has approximately 14 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BOSTON
Abigail Marie Armstrong — SIGNATOR INVESTORS, INC.Thomas Chan Lin Seto — EATON VANCE WATEROAK ADVISORSPaul Wold Bouchey — EATON VANCE WATEROAK ADVISORSMichael F Hogan — WINDHAVEN INVESTMENT MANAGEMENT, INC.Steven Mr. Moore — SIGNATOR FINANCIAL SERVICES, INC.
Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile