William Wowk
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCNov 2025 to now
- Fidelity InvestmentsAug 2024 to now
- United Wheels Inc.Sep 2023 to Aug 2024
- Wasserman Next GenSep 2022 to Apr 2024
- Four Bridges Country ClubMay 2022 to Aug 2022
- Strom Thurmond Recreation CenterAug 2021 to Apr 2022
- Four Bridges Country ClubMay 2021 to Aug 2021
- University of South CarolinaAug 2020 to May 2021
- Wetherington Golf and Country ClubMay 2020 to Aug 2020
- Saint Xavier High SchoolAug 2019 to May 2020
- City of SharonvilleMay 2019 to Aug 2019
- Saint Xavier High SchoolAug 2018 to May 2019
- Hawks Landing Golf ClubJun 2018 to Jul 2018
- James Madison MemorialSep 2017 to Jun 2018
- Hawks Landing Golf ClubMay 2017 to Aug 2017
- StudentMar 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7974943
- Firm CRD
- 104555