William P. Hermanek
Investment adviser representative at Strategic Advisers LLC
15 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you William P. Hermanek? Claim your profile
Contact this firm
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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- J.P. Morgan Securities LLCSep 2023 to Jun 2024
- JPMorgan Chase Bank, N.A.Sep 2023 to Jun 2024
- East End Tax and Accounting LLCJul 2023 to Aug 2023
- Equity Services, Inc.Sep 2021 to Sep 2023
- National Life GroupAug 2021 to Sep 2023
- Arkwin IndustriesNov 2011 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7418548
- Firm CRD
- 104555