William Randall Thatcher

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

AZ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Phoenix, AZ • 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

Organization	City	State	From	To
Schwab Private Client Invest Adv	Phoenix	AZ	11/2013	05/2016
Charles Schwab & Co, Inc	Phoenix	AZ	11/2013	05/2016
Fidelity Investments	Boston	MA	03/2025	Present
Arizona Public Safety Personnel Retirement System	Phoenix	AZ	05/2016	06/2022
Fidelity Investments	Phoenix	AZ	08/2022	Present

11/2013 → 05/2016

Schwab Private Client Invest Adv

Phoenix, AZ
11/2013 → 05/2016

Charles Schwab & Co, Inc

Phoenix, AZ
03/2025 → Present

Fidelity Investments

Boston, MA
05/2016 → 06/2022

Arizona Public Safety Personnel Retirement System

Phoenix, AZ
08/2022 → Present

Fidelity Investments

Phoenix, AZ

Previous Registrations

2023-10-19 → 2025-03-31

Fidelity Personal And Workplace Advisors

Phoenix, AZ
2013-12-13 → 2016-05-26

Schwab Wealth Advisory, Inc.

Phoenix, AZ
2006-10-05 → 2011-03-30

Hammond Associates, D/B/A Mercer Investment Consulting

St. Louis, MO

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2023-01-23

S63 Uniform Securities Agent State Law Examination

2023-01-23

Designations

Other Names

Bill Thatcher
William Randall Thatcher
William Randall Thatcher

View on SEC IAPD

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