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John Borden Williams

BURR & COMPANY, LLC·OSTERVILLE, Massachusetts
Series 65Clean record21 years registeredBURR & COMPANY, LLC
872 MAIN STREET, OSTERVILLE, MA 02655CRD# 4885676Firm CRD# 141975

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Borden Williams · OSTERVILLE, MA
Registration
CRD #4885676 · BURR & COMPANY, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

BURR & COMPANY, LLC
Oct 2006 – present
BURR & COMPANY, LLC
Feb 2005 – Dec 2006
OSTERVILLE, MA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 25, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BURR & COMPANY, LLC
CRD 141975 · SEC 801-67201
AUM
$26M
Regulatory assets under management
Employees
1
25 client accounts
Services offered by BURR & COMPANY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BURR & COMPANY, LLC →
Introduction

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05

Frequently Asked Questions

What services does John Borden Williams offer?
John Borden Williams specializes in Financial Planning, Investment Management. Contact their office in OSTERVILLE, Massachusetts for a consultation.
What are John Borden Williams's credentials?
John Borden Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Borden Williams located?
John Borden Williams is based in OSTERVILLE, Massachusetts, working with BURR & COMPANY, LLC. Their office serves clients in the OSTERVILLE metropolitan area and surrounding communities.
How does John Borden Williams charge for services?
John Borden Williams's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BURR & COMPANY, LLC?
BURR & COMPANY, LLC has approximately 1 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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