William James Dion

Employer firm

Xypn Sapphire CRD 285967

$1.25B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

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

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

Current Employers

Employment History

• 05/2011 → 02/2018
  Rockland Trust
  Franklin, MA
• 02/2018 → 12/2024
  Prio Wealth Lp
  Boston, MA
• 01/2025 → 06/2026
  Cerity Partners Llc
  New York, NY
• 07/2026 → Present
  Xypn Sapphire
  Bozeman, MT
• 07/2026 → Present
  Tenere Wealth Advisors
  Hopkinton, MA

Previous Registrations

• 2025-01-27 → 2026-06-03
  Cerity Partners Llc
  New York, NY
  Boston, MA
• 2019-08-21 → 2025-02-03
  Prio Wealth Lp
  Boston, MA
• 2011-02-18 → 2011-05-26
  Sage Financial Planning, Llc
  Hopkinton, MA
• 2005-09-14 → 2010-12-31
  Sage Financial Planning, Llc
  Grafton, MA
• 1999-11-18 → 2004-10-26
  Strategic Advisers Llc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-25
• S63 Uniform Securities Agent State Law Examination
  1995-07-18

Designations

• Certified Financial Planner

Other Names

• Bill Dion