Advisor at Seaport Financial Education LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Seaport Financial Education LLC
Location
Portsmouth, RI
Credentials
Series 63, Series 66
Industry experience
24 years
William Dwyer is a financial advisor with Seaport Financial Education LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at TIAA-CREF and TIAA since 2016. Seaport Financial Education LLC provides financial education, guidance, and consulting to retirement-plan sponsors, charitable and educational organizations, and individual clients. The firm offers non-discretionary recommendations based on investment principles like Modern Portfolio Theory and long-term planning, using third-party analytics and Monte Carlo modeling, and emphasizes group education and coordination with other advisers.
Based on Seaport Financial Education LLC
Financial Plan $700; Retirement Plan/Product Pitch Review one-time fee $175; Curated Group Zoom Meetings $125/month (3 month minimum)
Minimum fee: $700 for Financial Plan package Fee-only: Flat fee financial planning packages starting at $700; Private Client retainer $125/month billed quarterly (requires Financial Plan)
Portsmouth, RI
Rhode Island
TIAA-CREF
2016 - Present (10 years)
Tiaa
2016 - Present (10 years)
Homemaking
2016 - 2016 (1 year)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65, Series 66
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