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William Peter Davis

Keenan Financial

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About William Peter Davis

William Peter Davis is a registered investment adviser representative with Keenan Financial. William joined Keenan Financial in October 2024. William holds the Series 65 license. William has a background in financial services and has worked for Natixis Investment Managers and Saint Anselm College. William is also an independent licensed insurance agent and may offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Keenan Financial always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of Keenan Financial in connection with such individual's activities outside of Keenan Financial. William specializes in providing financial planning services.

Firm Information

William Davis is currently registered with Keenan Financial. Keenan Financial is an investment advisor based in Boston, MA. They offer financial planning and portfolio management services to individuals and businesses. They manage approximately $102,705,869 in assets for 1,096 clients, primarily high-net-worth individuals and individuals other than high-net-worth.
Keenan Financial

11 BEACON ST

BOSTON, MA 02108

$102.71M

Assets Under Management

9

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Davis’s Registration & Firm History

MA

10/17/2024 - Present

Keenan Financial (BOSTON MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Peter Davis.
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