William T Eaton

Employer firm

Rpg Family Wealth Advisory, LLC CRD 158528

$701M regulatory AUM

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

• 06/2015 → Present
  Rpg Family Wealth Advisory, Llc
  Burlington, MA

Previous Registrations

• 2010-08-24 → 2015-07-01
  Detwiler Fenton Investment Management Llc
  Boston, MA
• 2009-09-16 → 2010-12-01
  Detwiler Fenton & Co.
  Topsfield, MA
  Boston, MA
  Boston, MA
• 2008-03-17 → 2009-09-02
  Ubs Financial Services Inc.
  Peabody, MA
  Peabody, MA

Other Businesses

1.) BOARD MEMBER AND INVESTMENT COMMITTEE MEMBER FOR THE NORTH SHORE UNITED WAY. 2.) SEASONAL RENTAL PROPERTY.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-02-06
• S63 Uniform Securities Agent State Law Examination
  1985-09-30

Other Names

• William Tapley Eaton