William J. Rhodes
Investment adviser representative at Strategic Advisers LLC
25 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you William J. Rhodes? 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
25 years in the industry.
- Strategic Advisers LLCJun 2026 to now
- Fidelity InvestmentsAug 2024 to now
- Fifth Third BankSep 2023 to Aug 2024
- Urban Meyers Pint HouseMay 2021 to Sep 2023
- The Ohio State UniversityAug 2019 to May 2023
- J AlexandersAug 2017 to May 2021
- Springboro High SchoolAug 2015 to May 2019
- UnemployedApr 2001 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 7974904
- Firm CRD
- 104555