William Meyer
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 InvestmentsFeb 2023 to now
- Highlands Ranch Community AssociationNov 2020 to Dec 2020
- UberFeb 2020 to Nov 2022
- DoordashNov 2019 to Jan 2023
- Instacart/maplebearNov 2019 to Dec 2020
- Club Corp/southern Trace Country ClubApr 2019 to Dec 2019
- GrubhubJan 2019 to Jan 2023
- City of AuroraSep 2017 to Feb 2019
- Paul Whipple LLCJun 2017 to Aug 2017
- The Club At Rolling HillsMar 2017 to Apr 2017
- Play Your Court LLCAug 2016 to Jun 2021
- WillmeyertennisllcApr 2016 to Sep 2017
- Lyft Inc.Jan 2016 to Feb 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7704363
- Firm CRD
- 104555