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Advisors / Massachusetts / Boston
44yrs

William Farnsworth Boynton

Financial advisor at Morgan Stanley

Boston, MA 02109Top 1% by experience in BostonFiduciary advisor
Call the officeDirections

At a glance

Experience44 years (since 1982)
How that compares ?Top 1% by experience in Boston
Office28 State Street 26th Floor, Boston, MA 02109
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
States licensed ?1 state

Services through Morgan Stanley

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. 2020 – now
    Morgan StanleyCurrent firm
  2. 2002 – 2010
    UBS Financial Services Inc.Previously

Questions to ask William

Tailored to William’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Your firm can charge performance-based fees. Would that apply to me?
  4. What does a financial plan with you include, and how often is it updated?
  5. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  6. Where would my money be held, and will I get statements directly from that firm?

My notes and scorecard

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About William

How do I contact William?

Call Morgan Stanley at 914-225-5510 and ask for William Farnsworth Boynton. William works from the Boston, MA office.

How long has William been a financial advisor?

William has been in the industry since 1982, about 44 years. Top 1% by experience in Boston.

What licenses does William hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is William a fiduciary?

William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is William paid?

Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask William for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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