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William Phipps Rice

ANCHOR CAPITAL ADVISORS LLC·BOSTON, Massachusetts
Series 7, Series 63, Series 65Clean record11 years registeredANCHOR CAPITAL ADVISORS LLC
TWO INTERNATIONAL PLACE, BOSTON, MA 02110-4104CRD# 3096815Firm CRD# 105540

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Phipps Rice · BOSTON, MA
Registration
CRD #3096815 · ANCHOR CAPITAL ADVISORS LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

ANCHOR CAPITAL ADVISORS LLC
May 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · May 20, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

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

04

Firm Overview

Firm
ANCHOR CAPITAL ADVISORS LLC
CRD 105540 · SEC 801-18930
AUM
$2.6B
Regulatory assets under management
Employees
46
3,183 client accounts
Services offered by ANCHOR CAPITAL ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at ANCHOR CAPITAL ADVISORS LLC →
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05

Frequently Asked Questions

What services does William Phipps Rice offer?
William Phipps Rice specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are William Phipps Rice's credentials?
William Phipps Rice is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Phipps Rice located?
William Phipps Rice is based in BOSTON, Massachusetts, working with ANCHOR CAPITAL ADVISORS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does William Phipps Rice charge for services?
William Phipps Rice'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 ANCHOR CAPITAL ADVISORS LLC?
ANCHOR CAPITAL ADVISORS LLC has approximately 46 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ANCHOR CAPITAL ADVISORS LLC

Stephen Carter Brown
BOSTON, MA
William Phipps Rice
BOSTON, MA
Jennifer Kristine Desisto
BOSTON, MA

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Research
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