William W. Erpelding
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Strategic Advisers LLCJun 2026 to now
- Fidelity InvestmentsMar 2026 to now
- Wit Construction LLCAug 2025 to Feb 2026
- University of Missouri - ColumbiaAug 2025 to Dec 2025
- AmazonJun 2025 to Aug 2025
- University of Missouri - ColumbiaAug 2024 to May 2025
- British-georgian Chamber of CommerceJun 2024 to Jul 2024
- University of Missouri - ColumbiaAug 2023 to May 2024
- Emerson Electric CoMay 2023 to Aug 2023
- University of Missouri - ColumbiaAug 2022 to May 2023
- University of Missouri - ColumbiaAug 2021 to May 2022
- Pony CorporationApr 2021 to Dec 2022
- Hollywood Casino AmpitheatreJul 2019 to Aug 2019
- Marquette High SchoolAug 2017 to May 2021
- UnemployedJun 2017 to Jul 2017
- Crestview Middle SchoolMar 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 8237633
- Firm CRD
- 104555