Williamjacob Koehler Lerman
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsOct 2024 to now
- Franklin Templeton/putnam InvestmentsDec 2022 to Sep 2024
- Clearbridge Technology GroupJun 2022 to Dec 2022
- Cafe MaddiesApr 2021 to Aug 2021
- Merrimack CollegeAug 2019 to May 2023
- Piezoni'sApr 2016 to Aug 2019
- Oliver Ames High SchoolSep 2014 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 8004605
- Firm CRD
- 104555