William Marvin Strong
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 LLCMar 2025 to now
- Fidelity InvestmentsJul 2023 to now
- Rocky Mountain TurfJun 2023 to Jul 2023
- Uber EatsMay 2023 to Jun 2023
- Brigham Young University of HawaiiJan 2023 to Apr 2023
- Precinmac Inc.Jan 2023 to Apr 2023
- Ola PropertiesDec 2022 to Apr 2023
- Kealakekua Mountain ReserveJun 2022 to Aug 2022
- Climb Works Keana FarmsMay 2021 to Apr 2023
- Olive GardenSep 2020 to Jan 2021
- UnemployedJun 2020 to Sep 2020
- Vivint Smart HomeMay 2018 to Aug 2018
- McdonaldsMar 2018 to Apr 2018
- Brigham Young University of HawaiiJan 2018 to Apr 2021
- Indianhead Foodservice DistributorOct 2017 to Jan 2018
- The Church of Jesus Christ of Ladder-day SaintsNov 2015 to Oct 2017
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 (MN, 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
- 7788035
- Firm CRD
- 104555