Unclaimed Profile

William Thomas Oberlies

BOSTON PRIVATE WEALTH LLC·BOSTON, Massachusetts

BOSTON PRIVATE WEALTH LLC

ONE FEDERAL STREET, BOSTON, MA 02110CRD# 3139346Firm CRD# 172832

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Thomas Oberlies · BOSTON, MA

Registration

CRD #3139346 · BOSTON PRIVATE WEALTH LLC

Brand Profile

Not yet started

Disclosure history

7 disclosures on file · See FINRA BrokerCheck for full record

About

William Thomas Oberlies is a registered financial advisor based in BOSTON, Massachusetts, affiliated with BOSTON PRIVATE WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

SVB WEALTH LLC

SVB WEALTH

AUM

$6.6B

Regulatory assets under management

Employees

231

Total firm employees

View all advisors at SVB WEALTH LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 3139346

Firm CRD# 172832

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 Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Thomas Oberlies offer?

William Thomas Oberlies specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are William Thomas Oberlies's credentials?

William Thomas Oberlies is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Thomas Oberlies located?

William Thomas Oberlies is based in BOSTON, Massachusetts, working with BOSTON PRIVATE WEALTH LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does William Thomas Oberlies charge for services?

William Thomas Oberlies's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOSTON PRIVATE WEALTH LLC?

BOSTON PRIVATE WEALTH LLC has approximately 231 employees and manages $6.6B 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 →