William Reeve has been an investment adviser representative at Kastel Capital Advisors since April 2020, and is not listed among the firm’s executive officers or direct owners.
Kastel Capital Advisors, LLC is a Wellesley, MA firm with $193M under management, 67 clients and 3 advisers in one office, as of its June 2026 filing.
William B. Reeve is a partner at Kastel Capital. He has over 30 years of experience across tax, financial planning, and investment management. He has authored financial planning books and taught financial advisors and planners.
William Reeve’s longest registration is the current one, 6 years at Kastel Capital Advisors since 2020. Before joining Kastel Capital Advisors in 2020, William Reeve was registered through Island Light Capital and Asset Strategy Advisors, LLC.
- Kastel Capital Advisors, LLCCurrent– present · 6 yearsWellesley, MA · Adviser representative · Firm CRD 226520
- Island Light Capital– · 1 yearNatick, MA · Adviser representative · Firm CRD 162187
- Asset Strategy Advisors, LLC– · 2 yearsNatick, MA · Adviser representative · Firm CRD 139879
Professional designations
Listed by Kastel Capital Advisors
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP®)
Investment adviser representative registrations
William Reeve is registered as an investment adviser representative in Massachusetts, since April 2020.
- MassachusettsSince 14 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 1 December 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 February 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 February 1997 |
| Series 65 | Uniform Investment Adviser Law Examination | 26 September 1995 |
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William Blair Reeve
- CRD
- 2670154
- Firm
- Kastel Capital Advisors · CRD 226520
- Office
- 40 GROVE STREET, SUITE 190, Wellesley, MA 02482
- Registration
- Investment adviser registration
- In the industry since
- December 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kastelcapital.com
Where does William Reeve work?
William Reeve is an investment adviser representative registered through Kastel Capital Advisors, LLC since April 2020, and is not listed among the firm’s executive officers or direct owners.
Is William Reeve a financial advisor?
Yes. William Reeve has a current investment-adviser registration in Massachusetts, through Kastel Capital Advisors since April 2020.
How many years of experience does William Reeve have?
William Reeve has 9 years in the financial industry, since December 2016, across 3 adviser firms.
What exams has William Reeve passed?
William Reeve has passed 4 licensing exams: the Series 65, Series 63, Series 6 and Series 7. The earliest, the Series 65, was passed in September 1995.
Where did William Reeve work before Kastel Capital Advisors?
Before Kastel Capital Advisors, William Reeve was registered through Asset Strategy Advisors, LLC, January 2016 to June 2018.
Where is William Reeve based?
William Reeve’s registered office is in Wellesley, MA.
Is William Reeve registered with FINRA?
No. William Reeve has no current broker registration.
Is William Reeve a CFP?
Kastel Capital Advisors lists William Reeve with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
Is William Reeve a CFA charterholder?
Kastel Capital Advisors lists William Reeve with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify William Reeve’s record?
Search CRD 2670154 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Reeve’s full registration record.