Unclaimed Profile

William Irvin Woodson

BOSTON PRIVATE WEALTH LLC·BOSTON, Massachusetts

SIE, Series 2, Series 7, Series 9, Series 10, Series 24, Series 27, Series 31, Series 63, Series 65, Series 6624 years registeredBOSTON PRIVATE WEALTH LLC

ONE FEDERAL STREET, BOSTON, MA 02110CRD# 1529221Firm CRD# 172832

Profile Verification

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

Identity

William Irvin Woodson · BOSTON, MA

Registration

CRD #1529221 · BOSTON PRIVATE WEALTH LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BOSTON PRIVATE WEALTH LLC

CYNOSURE GROUP, LLC

Apr 2023 – Aug 2025

Wellington, FL

SVB WEALTH

Jun 2019 – Apr 2023

PALM BEACH GARDENS, FL

CREDIT SUISSE SECURITIES (USA) LLC

Jan 2007 – Jul 2014

CHICAGO, IL

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Feb 2002 – Jan 2007

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 7

Series 9

Series 10

Series 24

Series 27

Series 31

Series 63

Series 65

Series 66

Registration record

First registered · February 19, 2002

Years registered · 24

Disclosure History

2007Customer Dispute·Closed-No Action

2005Customer Dispute·Pending

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Irvin Woodson offer?

William Irvin Woodson specializes in Financial Planning, Investment Management, Wealth Management.

What are William Irvin Woodson's credentials?

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

Where is William Irvin Woodson located?

William Irvin Woodson is based in BOSTON, Massachusetts, last registered with BOSTON PRIVATE WEALTH LLC.

How does William Irvin Woodson charge for services?

William Irvin Woodson'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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