WM
William Masse
from The Colony Group, LLC
William Masse is a financial advisor based in Massachusetts, Boston,
with 16 years of experience. William currently works for
The Colony Group, LLC.
William maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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William Masse works at The Colony Group, LLC
The Colony Group, LLC is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $16,412,619,083 of assets under management and employs about 360 people. The Colony Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and revenue sharing with our affiliate, focus risk solutions.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and revenue sharing with our affiliate, focus risk solutions
Office location
One Boston Place, 11th Floor, 201 Washington Street, Boston, Massachusetts, 2108
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