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William Butterly

General Counsel, Director of Sustainability & Engagement, & Secretary at Boston Partners Global Investors

Broker registration; no current adviser registrationSEC record checked 17 October 2026

0
Past adviser firms
7
Licensing exams

IAPD record retrieved 17 October 2026SEC record

William Butterly is General Counsel, Director of Sustainability & Engagement, & Secretary of Boston Partners Global Investors, Inc., a Boston investment adviser managing $116B. William Butterly has a current broker registration and no current investment-adviser registration and has passed 7 licensing exams.

Role at Boston Partners Global Investors

Title on Schedule A
General Counsel, Director of Sustainability & Engagement, & Secretary
Control
William Butterly is a control person of Boston Partners Global Investors.
Ownership
An individual ownership band is not available in the source record.
Tenure
William Butterly has held the filed role since July 2008.

The firm

Boston Partners Global Investors, Inc.
Boston, MA

Form ADV filed 18 June 2026

$116B AUM6,982 clients59 advisers4 offices

Career on record

Firms and exams, newest first
  1. Passed Series 52TO · 2025
  2. Passed Series 79TO and Series 99TO · 2023
  3. Passed SIE · 2018
  4. Passed Series 53 · 1998
  5. Passed Series 24 · 1995
  6. Passed Series 7 · 1994

Registrations and exams

Broker registration; no current adviser registration. William Butterly has passed 7 qualifying exams.

Examinations

Series 5326 January 1998
Name
Municipal Securities Principal Examination
Series 244 January 1995
Name
General Securities Principal Examination
Series 52TO25 September 2025
Name
Municipal Securities Representative Examination
Series 79TO2 January 2023
Name
Investment Banking Registered Representative Examination
Series 99TO2 January 2023
Name
Operations Professional Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 725 October 1994
Name
General Securities Representative Examination

Individual record

Full name
William George Butterly
CRD
2357915
Firm
Boston Partners Global Investors, Inc.
Registration status
Broker registration; no current adviser registration
Firm bio
bostonpartners.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Boston Partners identifies William G. Butterly III as general counsel and director of sustainability and engagement. Official firm biography

Education

Common questions

Where does William Butterly work?

William Butterly has been General Counsel, Director of Sustainability & Engagement, & Secretary of Boston Partners Global Investors, Inc. since July 2008, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 18 June 2026

Does William Butterly have a current investment-adviser registration?

William Butterly has a current broker registration and no current investment-adviser registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has William Butterly passed?

William Butterly has passed 7 licensing exams: the Series 7, Series 24, Series 53, SIE, Series 79TO, Series 99TO and Series 52TO. The earliest, the Series 7, was passed in October 1994.

Source: IAPD individual record, checked 17 October 2026

Leadership at Boston Partners Global Investors

Sources

  1. IAPD individual record, CRD 2357915. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Boston Partners Global Investors, Inc., filed 18 June 2026. Title, control and ownership bands.
  3. Boston Partners Global Investors team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with William Butterly or Boston Partners Global Investors, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.