William J Marazzi

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

• 01/2008 → Present
  Fidelity Brokerage Services Llc
  Marlborough, MA
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Palm Beach Gardens, FL
  Jupiter, FL
• 2010-07-21 → 2018-07-13
  Strategic Advisers Llc
  Wellington, FL
  Sacramento, CA
  Wellington, FL
  Sacramento, CA
  Palm Beach, FL
  Palm Beach Gardens, FL
• 2006-04-04 → 2006-06-20
  Banc Of America Investment Services, Inc.
  Atlanta, GA
• 2005-08-10 → 2006-03-02
  Ironstone Securities, Inc.
  Raleigh, NC
• 2002-11-22 → 2005-06-29
  Banc Of America Investment Services, Inc.
  Alpharetta, GA

Other Businesses

OBA-62043|OrgNmn:Manta Ray West dba Hand and Stone Massage and Facial|Org Addr:Jupiter,Florida,US|OBA Nature:Hand and Stone Massage and Fac|Invst Rel:N|Title:Owner (Joint w spouse)|Duties:Joint owner w spouse. Almost no activity from me. My wife is the active owner.|StrtDt:10-01-21|TotHrs/mon:2|TrdHrs/mon:0|OBA-13744|OrgNmn:anta Ray Tradition LLC dba Hand and Stone Massage and|Org Addr:Jupiter,Florida,US|OBA Nature:Franchise - Manta Ray Traditio|Invst Rel:N|Title:Owner (joint w spouse)|Duties:Investment, as owner, in a Franchise (Hand and Stone) No other duties req'd. My wife will operate. (Updating since we are adding another lo|StrtDt:10-14-19|TotHrs/mon:2|TrdHrs/mon:0|OBA-102146|OrgNmn:anta Ray Boca LLC DBA Hand and Stone Massage & Facial|Org Addr:Boca Raton,Florida,US|OBA Nature:Massage and Facial|Invst Rel:N|Title:Partner|Duties:My wife rund the business. My involvement is extremely limited.|StrtDt:09-15-23|TotHrs/mon:2|TrdHrs/mon:0|OBA-67489|OrgNmn:anta Ray Delray LLC DBA Hand and Stone Massage & Faci|Org Addr:Delray Bea,Florida,US|OBA Nature:Massage and Facial|Invst Rel:N|Title:Partner|Duties:My wife runs the business. My involvement is extremely limited. |StrtDt:04-20-22|TotHrs/mon:2|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2002-11-14
• S63 Uniform Securities Agent State Law Examination
  2002-06-21
• S65 Uniform Investment Adviser Law Examination
  1998-05-21

Designations

• Certified Financial Planner

Other Names

• William John Marazzi