William Robert Gammell

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	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Dallas, TX • United States

8411 Preston Road Suite 130, Dallas, TX 75225-5521 • 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
Axa Advisors, Llc	New York	NY	09/2012	01/2019
Fidelity Brokerage Services Llc	Westlake	TX	01/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2012 → 01/2019

Axa Advisors, Llc

New York, NY
01/2019 → Present

Fidelity Brokerage Services Llc

Westlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-02-14 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX
2016-04-27 → 2019-02-05

Equitable Advisors, Llc

Fort Worth, TX

Fort Worth, TX

Fort Worth, TX

Other Businesses

OBA-130055|OrgNmn:Lakewood Heights Neighborhood Assoc. |Org Addr:Dallas,Texas,US|OBA Nature:neighborhood assoc. |Invst Rel:N|Title:street rep / board member|Duties:board member|StrtDt:05-19-26|TotHrs/mon:4|TrdHrs/mon:0|

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-04-24
S63	Uniform Securities Agent State Law Examination	2012-10-13

S65 Uniform Investment Adviser Law Examination

2016-04-24
S63 Uniform Securities Agent State Law Examination

2012-10-13

Designations

Other Names

William Robert Gammell
William Gammell

View on SEC IAPD

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