William Blair Reeve

Employer firm

Kastel Capital Advisors, LLC CRD 226520

$193M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 06/2018
  Asset Strategy Investments
  Natick, MA
• 09/1996 → Present
  Northeastern University
  Boston, MA
• 05/2004 → 12/2016
  Accounting & Business Consulting Llc
  Wellesley, MA
• 04/2004 → Present
  Boston University
  Boston, MA
• 01/2017 → Present
  Mahony & Reeve, Llc
  Natick, MA
• 07/2018 → Present
  Island Light Capital, Inc.
  Dover, MA
• 02/2020 → Present
  Kastel Capital Advisors, Llc
  Wellesley, MA

Previous Registrations

• 2019-06-18 → 2021-01-25
  Island Light Capital
  Natick, MA
  Dover, MA
• 2016-01-04 → 2018-06-28
  Asset Strategy Advisors, Llc
  Wayland, MA

Other Businesses

Primary occupation is as a partner in a tax and accounting firm unrelated to investments. Registered Representative with Island Light Capital. I am a partner in an accounting firm which specializes in tax planning and tax preparation.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-02-07
• S65 Uniform Investment Adviser Law Examination
  1995-09-26

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• William Reeve