William Mcclurg
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity Brokerage Services LLCMay 2022 to now
- Blue and Co., LLCJan 2022 to Apr 2022
- Unemployed/ Full Time Student- University of KentuckyOct 2021 to Jan 2022
- Cunningham Golf CarsMay 2021 to Oct 2021
- Unemployed/ Full Time Student- University of KentuckyOct 2020 to May 2021
- Cunningham Golf CarsFeb 2020 to Oct 2020
- University of KentuckyJan 2020 to Feb 2020
- Unemployed/ Full Time Student- University of KentuckyAug 2019 to Jan 2020
- Lexington PoolsMay 2019 to Aug 2019
- Unemployed/ Full Time Student- University of KentuckyAug 2018 to May 2019
- Lexington PoolsMay 2018 to Aug 2018
- Kentucky Basketball AcademyJan 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7567893
- Firm CRD
- 104555