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Robert Taylor Williams

Strategic Advisers LLC

Newport Beach, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Newport Beach, CA • 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
Waddell & Reed Inc Campbell CA 04/2002 04/2018
Various Insurance Carriers For W&R Insurance Agencies Danville CA 04/2002 04/2018
Fidelity Brokerage Services Llc Dublin CA 02/2019 Present
Unemployed Danville CA 04/2018 02/2019
Fidelity Investments Boston MA 03/2025 Present
  • 04/2002 → 04/2018
    Waddell & Reed Inc
    Campbell, CA
  • 04/2002 → 04/2018
    Various Insurance Carriers For W&R Insurance Agencies
    Danville, CA
  • 02/2019 → Present
    Fidelity Brokerage Services Llc
    Dublin, CA
  • 04/2018 → 02/2019
    Unemployed
    Danville, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-04-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dublin, CA
  • 2002-06-12 → 2018-04-17
    Waddell & Reed
    Fresno, CA
    Seattle, WA
    Santa Cruz, CA
    Templeton, CA
    Napa, CA
    Concord, CA
    San Mateo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-06-11
  • S66 Uniform Combined State Law Examination
    2002-06-11
Other Names
  • Rob Williams
  • Robert Taylor Williams

View on SEC IAPD

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