William L. Fantasia
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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 InvestmentsJun 2024 to now
- Stonewall SolutionsMay 2024 to Jun 2024
- University of Massachusetts AmherstAug 2023 to Apr 2024
- The Port Restaurant and BarJun 2023 to Aug 2023
- University of Massachusetts AmherstDec 2022 to Jun 2023
- Alku: Specialized Staffing and Recruiting AgencyOct 2022 to Dec 2022
- University of Massachusetts AmherstAug 2022 to Oct 2022
- Lake Boone Ice CompanyJun 2022 to Aug 2022
- University of Massachusetts AmherstSep 2021 to Jun 2022
- U-haul Moving and StorageMay 2021 to Sep 2021
- Assumption UniversityAug 2020 to May 2021
- Camp SewataroJun 2020 to Aug 2020
- Unemployed/full-time StudentMar 2020 to Jun 2020
- Charter Oak Country ClubAug 2019 to Nov 2019
- City of Marlborough Housing DepartmentJun 2019 to Sep 2019
- ForekicksOct 2016 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7949056
- Firm CRD
- 104555