William James Andrews
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsJun 2025 to now
- TIAAJan 2024 to Mar 2025
- Asain Fusion BowlNov 2021 to Jun 2025
- Thrivent FinancialMar 2021 to Nov 2022
- Thrivent Investment Management IncMar 2021 to Nov 2022
- Sam's ClubMay 2020 to Mar 2021
- Trugreen Lawn CareFeb 2020 to Apr 2020
- Villa De La FontaineJan 2015 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7312367
- Firm CRD
- 104555