William Metayer
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 InvestmentsJun 2022 to now
- Guitar CenterFeb 2022 to Mar 2022
- Superba Food + BreadJan 2020 to Apr 2020
- Scratch Bar & KitchenJan 2020 to Jan 2020
- Hinoki & the BirdJan 2019 to Jun 2019
- The Home BarMar 2017 to Apr 2020
- Little Beast RestaurantMar 2017 to Apr 2018
- VespaioDec 2016 to Mar 2017
- Will MetayerJan 2016 to Jun 2022
- El CidJul 2013 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7582409
- Firm CRD
- 104555