William Phipps Rice

Employer firm

Anchor Capital Advisors LLC CRD 105540

$2.37B regulatory AUM 18 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2005 → Present
  Anchor Capital Advisors Llc
  Boston, MA

Other Businesses

the name of the other business: Kirk Brincklow Irrevocable Trust whether the business is investment-related: yes the address of the other business: managed at Anchor Capital Advisors LLC, Two International Place, 21st Floor, Boston, MA 02110 the nature of the other business: Overseeing the trust of a client your position, title, or relationship with the other business: Trustee the start date of your relationship: Unable to pinpoint exact start date the approximate number of hours/month you devote to the other business: 0.1 the number of hours you devote to the other business during securities trading hours: 0 briefly describe your duties relating to the other business: Help monitor and distribute trust assets as needed

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-04-13
• S63 Uniform Securities Agent State Law Examination
  2001-01-16