Unclaimed Profile

William Marshall Rawson

GRANITE CAPITAL ADVISORS, LLC·BEAVERTON, Oregon

Series 7, Series 63, Series 65Clean record19 years registeredGRANITE CAPITAL ADVISORS, LLC

16100 NW CORNELL ROAD, BEAVERTON, OR 97006CRD# 3031962Firm CRD# 153470

Profile Verification

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

Identity

William Marshall Rawson · BEAVERTON, OR

Registration

CRD #3031962 · GRANITE CAPITAL ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GRANITE CAPITAL ADVISORS, LLC

GRANITE CAPITAL ADVISORS, LLC

May 2010 – Apr 2022

PORTLAND, OR

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

May 2008 – Oct 2010

BEAVERTON, OR

EDWARD JONES

Mar 2007 – May 2008

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 22, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRANITE CAPITAL ADVISORS, LLC

CRD 153470 · SEC 801-71269

AUM

$30M

Regulatory assets under management

Employees

128 client accounts

Services offered by GRANITE CAPITAL ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GRANITE CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does William Marshall Rawson offer?

William Marshall Rawson specializes in Investment Management, Fee-Only Advisory.

What are William Marshall Rawson's credentials?

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

Where is William Marshall Rawson located?

William Marshall Rawson is based in BEAVERTON, Oregon, last registered with GRANITE CAPITAL ADVISORS, LLC.

How does William Marshall Rawson charge for services?

William Marshall Rawson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRANITE CAPITAL ADVISORS, LLC?

GRANITE CAPITAL ADVISORS, LLC has approximately 1 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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