William D Olesinski
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity Brokerage Services LLCDec 2021 to now
- Bank of America, N.A.Dec 2019 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2019 to now
- J.P. Morgan Securities, LLCAug 2018 to Oct 2019
- JPMorgan Chase Bank, N.A.Aug 2018 to Oct 2019
- Health IqSep 2016 to Jan 2017
- The Patio At RudysMay 2012 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7006444
- Firm CRD
- 104555