William Caldwell
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you William Caldwell? 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2022 to now
- UnemployedMar 2022 to Jul 2022
- PennymacNov 2021 to Mar 2022
- Nationstar Mortgage LLC dba Mr. CooperFeb 2020 to Nov 2021
- Stephen F. AustinSep 2019 to Jan 2020
- Elliott Electric SupplyJun 2019 to Aug 2019
- Stephen F. AustinJan 2019 to May 2019
- PetsenseSep 2018 to Dec 2018
- City of Lewisville Parks and RecJun 2018 to Aug 2018
- Stephen F. AustinJan 2018 to May 2018
- LowesSep 2017 to Dec 2017
- City of Lewisville JailDec 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7606765
- Firm CRD
- 104555