William Joseph robert Nolan
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 InvestmentsJun 2025 to now
- Bentley UniversityAug 2024 to Jun 2025
- Fidelity InvestmentsJun 2024 to Aug 2024
- Bentley UniversityAug 2023 to Jun 2024
- Comillas Pontifical UniversityAug 2023 to Dec 2023
- Fidelity InvestmentsJun 2023 to Aug 2023
- Bentley UniversityAug 2022 to Jun 2023
- Squirrel Run Golf CourseJun 2022 to Aug 2022
- The Bog Ice ArenaDec 2021 to Jan 2022
- Bentley UniversityAug 2021 to Jun 2022
- Eagles Nest LandscapingJun 2021 to Aug 2021
- Duxbury Public SchoolsJun 2014 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 8116204
- Firm CRD
- 104555