William H. Dean

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
TX	RA	APPROVED	2026-04-10
NY	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2026-04-10
NY RA
APPROVED

Since 2025-03-31

Branch Locations

Geneva, NY • United States

2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • 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
Fidelity Investments	Covington	OH	12/2010	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

12/2010 → Present

Fidelity Investments

Covington, OH
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

Rochester, NY

Geneva, NY

Rochester, NY
2011-08-19 → 2018-07-13

Strategic Advisers Llc

Covington, KY

Rochester, NY

Other Businesses

OBA-102104|OrgNmn:GW Dean Llc|Org Addr:Geneva,New York,US|OBA Nature:LLC|Invst Rel:Y|Title:Partner|Duties:Rental Property|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-08-18
S63	Uniform Securities Agent State Law Examination	2011-03-11

S66 Uniform Combined State Law Examination

2011-08-18
S63 Uniform Securities Agent State Law Examination

2011-03-11

Other Names

William H Dean
William Hope Dean

View on SEC IAPD

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