AdvisorOS Directory
Claim Profile
Unclaimed Profile
WS

William Acker Simpson

RESOLUTE FINANCIAL, LLC·NEWBURYPORT, Massachusetts
Clean recordRESOLUTE FINANCIAL, LLC
102 STATE STREET, NEWBURYPORT, MA 01950-6639CRD# 5038165Firm CRD# 125739

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Acker Simpson · NEWBURYPORT, MA
Registration
CRD #5038165 · RESOLUTE FINANCIAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Acker Simpson is a registered financial advisor based in NEWBURYPORT, Massachusetts, affiliated with RESOLUTE FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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 →

03

Firm Overview

Firm
RESOLUTE FINANCIAL, LLC
RESOLUTE FINANCIAL, LLC
AUM
$444M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at RESOLUTE FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5038165
Firm CRD# 125739
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWBURYPORT?

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

Browse NEWBURYPORT AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does William Acker Simpson offer?
William Acker Simpson specializes in Financial Planning, Investment Management. Contact their office in NEWBURYPORT, Massachusetts for a consultation.
What are William Acker Simpson's credentials?
William Acker Simpson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Acker Simpson located?
William Acker Simpson is based in NEWBURYPORT, Massachusetts, working with RESOLUTE FINANCIAL, LLC. Their office serves clients in the NEWBURYPORT metropolitan area and surrounding communities.
How does William Acker Simpson charge for services?
William Acker Simpson's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RESOLUTE FINANCIAL, LLC?
RESOLUTE FINANCIAL, LLC has approximately 7 employees and manages $444M 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 at RESOLUTE FINANCIAL, LLC

Charles Malcolm Johnson
NEWBURYPORT, MA
Robert Thomas Ryan
NEWBURYPORT, MA
Thomas G. Dwyer
NEWBURYPORT, MA

More Advisors in NEWBURYPORT, Massachusetts

Joel Fletcher Plastridge
PLASTRIDGE JOEL FLETCHER·NEWBURYPORT, MA
Peter N/a Tietjen
PLASTRIDGE JOEL FLETCHER·NEWBURYPORT, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile