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William M. Hanna

Strategic Advisers LLC

Burlington, MA

Rye, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • United States

Rye, NH • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Inc. Burlington MA 04/1998 Present
Strategic Advisers Burlington MA 02/2003 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/1998 → Present
    Fidelity Brokerage Services, Inc.
    Burlington, MA
  • 02/2003 → Present
    Strategic Advisers
    Burlington, 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
    Burlington, MA
    Rye, NH
  • 2003-03-13 → 2018-07-13
    Strategic Advisers Llc
    Burlington, MA
    Merrimack, NH
    Burlington, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-03-11
S63 Uniform Securities Agent State Law Examination 1998-09-17
  • S66 Uniform Combined State Law Examination
    2002-03-11
  • S63 Uniform Securities Agent State Law Examination
    1998-09-17
Designations
Other Names
  • William Michael Hanna

View on SEC IAPD

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