Norma E Williams

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → 08/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Garden City, NY
• 07/2008 → 10/2018
  Jp Morgan Chase
  Brooklyn, NY
• 10/2018 → 05/2019
  Pre-Retirement
  Queens, NY
• 06/2019 → 08/2020
  Bank Of America, N.A.
  Garden City, NY
• 08/2020 → 07/2021
  Allstate
  New York, NY
• 07/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-09-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Laurelton, NY
• 2020-03-16 → 2020-08-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Garden City, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-03-13
• S63 Uniform Securities Agent State Law Examination
  1996-11-25

Other Names

• Norma Elaine Williams
• Norma Elaine Williams
• Norma E Williams
• Norma Williams