William
Dion
Prio Wealth Lp
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About this Advisor
William Dion is a certified financial planner based out of Boston, Massachusetts with a total of 4 years of relevant experience. Dion is currently employed by Prio Wealth Lp. Their career trajectory has included roles at Prio Wealth Lp and Rockland Trust. Dion has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Massachusetts. Prio Wealth Lp is a business based in Boston, MA. It oversees $3 billion in total assets between its 1,765 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 31 charitable organizations. Of its 1,765 client accounts, 64% belong to high-net-worth investors who have greater than $1 million in investable assets. Prio Wealth Lp provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely are based on the type of services provided. Fees billed by Prio Wealth Lp likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prio Wealth Lp Brokerage Details
$3,288,110,373
28
1,765
$1,862,952
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
William Dion Work History
William has been registered as a financial advisor for 4 years.*
Prio Wealth Lp
Rockland Trust
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Dion to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Prio Wealth Lp
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
