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William Cleary

Strategic Advisers LLC

Darien, CT

Stamford, CT

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Darien, CT • United States

869 Washington Blvd, Stamford, CT 06901-2903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Darien CT 03/2017 10/2017
Northwestern Mutual Investment Services Llc Norwalk CT 11/2017 Present
Seaport Global Securities New York NY 04/2016 03/2017
Northwestern Mutual Life Insurance Company Milwaukee WI 11/2017 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2018 12/2020
Fidelity Brokerage Services Llc Boston MA 12/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2017 → 10/2017
    Unemployed
    Darien, CT
  • 11/2017 → Present
    Northwestern Mutual Investment Services Llc
    Norwalk, CT
  • 04/2016 → 03/2017
    Seaport Global Securities
    New York, NY
  • 11/2017 → Present
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 01/2018 → 12/2020
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 12/2020 → Present
    Fidelity Brokerage Services Llc
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-02-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Stamford, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-05
S63 Uniform Securities Agent State Law Examination 1999-10-20
  • S66 Uniform Combined State Law Examination
    2021-02-05
  • S63 Uniform Securities Agent State Law Examination
    1999-10-20
Other Names
  • William Christopher Cleary
  • William Christopher Cleary
  • William Cleary

View on SEC IAPD

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