William Eaton has been an investment adviser representative at RPG Family Wealth Advisory since June 2015, and is not listed among the firm’s executive officers or direct owners. William Eaton holds a B.A. in Economics and Political Science from Denison University.
RPG Family Wealth Advisory, LLC is a Burlington, MA firm with $701M under management, 600 clients and 9 advisers across 5 offices, as of its April 2026 filing.
William T. Eaton, II is Senior Managing Director of RPg Family Wealth Advisory. He joined the firm in 2015 as Senior Director - Portfolio Management and Director - Wealth Management, and has more than 30 years of investment, portfolio and wealth management experience. Before joining, he spent six years at Detwiler Fenton Investment Management as Senior Managing Director and Senior Vice President, and more than 25 years with UBS Financial Services and its predecessor firms Kidder Peabody and PaineWebber.
William Eaton’s longest registration is the current one, 11 years at RPG Family Wealth Advisory since 2015. Before joining RPG Family Wealth Advisory in 2015, William Eaton was registered through Detwiler Fenton Investment Management LLC and Detwiler Fenton & Co.
- – present · 11 yearsBurlington, MA · Adviser representative · Firm CRD 158528
- Detwiler Fenton Investment Management LLC– · 4 yearsBoston, MA · Adviser representative · Firm CRD 153808
- Detwiler Fenton & Co.– · 1 yearTopsfield, MA · Adviser representative · Firm CRD 1794
- UBS Financial Services Inc.– · 1 yearPeabody, MA · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
William Eaton is registered as an investment adviser representative in Massachusetts, since June 2015.
- MassachusettsSince 16 June 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 29 September 2010 |
| Series 65 | Uniform Investment Adviser Law Examination | 6 February 1992 |
| Series 3 | National Commodity Futures Examination | 9 July 1991 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 September 1985 |
| Series 7 | General Securities Representative Examination | 21 September 1985 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William T Eaton
- CRD
- 1395701
- Firm
- RPG Family Wealth Advisory · CRD 158528
- Office
- 25 BURLINGTON MALL ROAD, SUITE 404, Burlington, MA 01803
- Registration
- Investment adviser registration
- In the industry since
- March 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rpgfamilywealthadvisory.com
Where does William Eaton work?
William Eaton is an investment adviser representative registered through RPG Family Wealth Advisory, LLC since June 2015, and is not listed among the firm’s executive officers or direct owners.
Is William Eaton a financial advisor?
Yes. William Eaton has a current investment-adviser registration in Massachusetts, through RPG Family Wealth Advisory since June 2015.
How many years of experience does William Eaton have?
William Eaton has 18 years in the financial industry, since March 2008, across 4 adviser firms.
What exams has William Eaton passed?
William Eaton has passed 5 licensing exams: the Series 7, Series 63, Series 3, Series 65 and Series 24. The earliest, the Series 7, was passed in September 1985. FINRA credited William Eaton with the SIE, which began in October 2018.
Where did William Eaton work before RPG Family Wealth Advisory?
Before RPG Family Wealth Advisory, William Eaton was registered through Detwiler Fenton & Co., September 2009 to December 2010; UBS Financial Services Inc., March 2008 to September 2009.
Where is William Eaton based?
William Eaton’s registered office is in Burlington, MA.
Is William Eaton registered with FINRA?
No. William Eaton has no current broker registration.
How can I verify William Eaton’s record?
Search CRD 1395701 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Eaton’s full registration record.
