Unclaimed Profile

William Arthur Payne

PRW WEALTH MANAGEMENT LLC·QUINCY, Massachusetts

SIE, Series 7, Series 63ChFC10 years registeredPRW WEALTH MANAGEMENT LLC

1 PINE HILL DRIVE, QUINCY, MA 02169CRD# 1328234Firm CRD# 284669

Profile Verification

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

Identity

William Arthur Payne · QUINCY, MA

Registration

CRD #1328234 · PRW WEALTH MANAGEMENT LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRW WEALTH MANAGEMENT LLC

PRW WEALTH MANAGEMENT LLC

Nov 2016 – Dec 2023

QUINCY, MA

KESTRA ADVISORY SERVICES, LLC

May 2016 – Dec 2016

QUINCY, MA

NFP ADVISOR SERVICES, LLC

Apr 2016 – Sep 2016

QUINCY, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · April 5, 2016

Years registered · 10

Professional designation · ChFC

Disclosure History

2015Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

PRW WEALTH MANAGEMENT LLC

CRD 284669 · SEC 801-108258

AUM

$512M

Regulatory assets under management

Employees

648 client accounts

Services offered by PRW WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRW WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does William Arthur Payne offer?

William Arthur Payne specializes in Financial Planning, Investment Management, Wealth Management.

What are William Arthur Payne's credentials?

William Arthur Payne holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Arthur Payne located?

William Arthur Payne is based in QUINCY, Massachusetts, last registered with PRW WEALTH MANAGEMENT LLC.

How does William Arthur Payne charge for services?

William Arthur Payne's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRW WEALTH MANAGEMENT LLC?

PRW WEALTH MANAGEMENT LLC has approximately 13 employees and manages $512M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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