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John K. Williams

Strategic Advisers LLC

Westwood, MA

Chestnut Hill, MA

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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
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Westwood, MA • United States

220 Boylston St Suite C115, Chestnut Hill, MA 02467-2077 • 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
Fidelity Investments Smithfield RI 01/2010 10/2022
Fidelity Investments Chestnut Hill MA 11/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2010 → 10/2022
    Fidelity Investments
    Smithfield, RI
  • 11/2022 → Present
    Fidelity Investments
    Chestnut Hill, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chestnut Hill, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-12
S63 Uniform Securities Agent State Law Examination 2000-12-15
  • S65 Uniform Investment Adviser Law Examination
    2023-01-12
  • S63 Uniform Securities Agent State Law Examination
    2000-12-15
Other Names
  • Kevin Williams
  • John Kevin Williams

View on SEC IAPD

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