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William Frederick Spencer

Crestwood Advisors

Boston, MA

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Current Employers
Crestwood Advisors

One Liberty Square Suite 500, Boston, MA 02109 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2017-02-28
  • MA RA
    APPROVED
    Since 2017-02-28

Branch Locations

One Liberty Square Suite 500, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crestwood Advisors Llc Boston MA 06/2016 12/2016
Crestwood Advisors Group, Llc Boston MA 01/2017 Present
  • 06/2016 → 12/2016
    Crestwood Advisors Llc
    Boston, MA
  • 01/2017 → Present
    Crestwood Advisors Group, Llc
    Boston, MA
Designations
Other Names
  • Billy Spencer

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