William Scott Klein
Investment adviser representative at Strategic Advisers LLC
35 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
35 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2021 to now
- Integrity Funds Distributor, LLCMay 2019 to Sep 2021
- Nylife Distributors LLCOct 2003 to May 2019
- New York Life Insurance CompanyAug 1991 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2002
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2365859
- Firm CRD
- 104555