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President, Chief Executive Officer , Chief Investment Officer, CCO · Boston Portfolio Advisers

Bradford G. Williams

CRD 4617841 · Named on Form ADV at one SEC-registered adviser

At a glance

Boston Portfolio Advisers, an SEC-registered wealth manager based in Boston, MA with $122 million in regulatory assets, lists Bradford G. Williams on its Form ADV as President, Chief Executive Officer , Chief Investment Officer, CCO, a control person.

Firms and roles

  • Boston Portfolio AdvisersPresident, Chief Executive Officer , Chief Investment Officer, CCOWealth manager · Boston, MA · $122M in regulatory assets

AtlasMembers

Bradford’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
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

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