William Sean Flaherty
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCApr 2026 to now
- Fidelity InvestmentsJan 2026 to now
- Fidelity InvestmentsJun 2025 to Aug 2025
- Reading Public SchoolsDec 2024 to Jan 2026
- Amherst CollegeSep 2024 to Dec 2025
- Ymca Greater BostonJun 2024 to Aug 2024
- CollegeAug 2022 to Dec 2025
- Reading Cooperative BankDec 2021 to Jun 2024
- Salem Country ClubAug 2020 to Aug 2025
- High SchoolSep 2018 to May 2022
- Reading Little LeagueMar 2015 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8215560
- Firm CRD
- 104555