William David Vandiver
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCDec 2025 to now
- Fidelity InvestmentsMay 2022 to now
- UnemployedMar 2022 to May 2022
- Florida State College of JacksonvilleMar 2021 to Mar 2022
- UnemployedDec 2020 to Mar 2021
- Coventbridge GroupMar 2019 to Dec 2020
- Jacksonville Jewish CenterJan 2017 to Mar 2019
- Coventry Park ApartmentsMar 2016 to Mar 2017
- University of North FloridaAug 2015 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7564533
- Firm CRD
- 104555