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Executive Vice President · Welch & Forbes LLC

Benjamin J. Williams

CRD 1626225 · Named on Form ADV at one SEC-registered adviser

At a glance

Welch & Forbes LLC, an SEC-registered wealth manager based in Boston, MA with $9.9 billion in regulatory assets, lists Benjamin J. Williams on its Form ADV as Executive Vice President, a control person.

Firms and roles

  • Welch & Forbes LLCExecutive Vice PresidentWealth manager · Boston, MA · $9.9B in regulatory assets

AtlasMembers

Benjamin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benjamin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.