Hezekiah Willard
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCAug 2026 to now
- Fidelity InvestmentsJun 2026 to now
- KeybankJun 2025 to May 2026
- StarbucksMay 2025 to Jul 2025
- UnemployedJan 2025 to May 2025
- UnemployedMar 2023 to Dec 2024
- Eastern Washington UniversityOct 2021 to Mar 2023
- UnemployedJul 2021 to Oct 2021
- WalmartMay 2021 to Jul 2021
- Bao BrewhouseFeb 2021 to May 2021
- UnemployedDec 2020 to Feb 2021
- Washington State UniversityAug 2016 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent 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
- 8305002
- Firm CRD
- 104555