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William Lynn

Strategic Advisers LLC

Denver, CO

Greenwood Village, CO

CRD 3118040

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Denver, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Gwfs Equities, Inc Greenwood Village CO 03/2011 03/2019
E*Trade Securities Llc Sandy UT 10/2020 03/2023
Fountainhead Press Denver CO 05/2019 08/2020
Fidelity Investments Greenwood Village CO 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2011 → 03/2019
    Gwfs Equities, Inc
    Greenwood Village, CO
  • 10/2020 → 03/2023
    E*Trade Securities Llc
    Sandy, UT
  • 05/2019 → 08/2020
    Fountainhead Press
    Denver, CO
  • 03/2023 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-25
S63 Uniform Securities Agent State Law Examination 2012-05-04
  • S66 Uniform Combined State Law Examination
    2023-04-25
  • S63 Uniform Securities Agent State Law Examination
    2012-05-04
Other Names
  • William Russell Lynn
  • William R Lynn

View on SEC IAPD

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