Unclaimed Profile

William Thomas Oberlies

BOSTON PRIVATE WEALTH LLC·BOSTON, Massachusetts

Series 7, Series 66Clean record11 years registeredBOSTON 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 · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BOSTON PRIVATE WEALTH LLC

BOSTON PRIVATE WEALTH

Jul 2015 – Jan 2018

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · July 16, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SVB WEALTH LLC

CRD 172832 · SEC 801-80480

AUM

$6.6B

Regulatory assets under management

Employees

231

4,835 client accounts

Services offered by SVB WEALTH LLC

Per Form ADV

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

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SVB WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does William Thomas Oberlies offer?

William Thomas Oberlies specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with BOSTON PRIVATE WEALTH LLC.

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.

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