William Blake Carpenter
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2022 to now
- Caleb WhiteFeb 2021 to Jul 2022
- Northwestern Mutual Investment Services LLCAug 2020 to Jul 2022
- Northwestern Mutual Life Insurance CompanyJun 2020 to Jan 2021
- Atrium Health ClevelandSep 2019 to Jun 2020
- Gardner-webb UniversityJul 2018 to Dec 2019
- UpsNov 2016 to Jan 2017
- Oreilly Auto PartsSep 2013 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7254549
- Firm CRD
- 104555