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William John Larsen

Strategic Advisers LLC

The Villages, FL

Ocala, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

1057 Lake Sumter Landing, The Villages, FL 32162-2698 • United States

Ocala, FL • 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 Brokerage Services Llc Ocala FL 07/2018 07/2019
Fidelity Personal And Workplace Advisors Ocala FL 07/2018 07/2019
Jpmorgan Chase Bank, N.A. Winter Park FL 07/2019 08/2021
J.P. Morgan Securities Llc Winter Park FL 07/2019 08/2021
Strategic Advisers Englewood CO 01/2017 07/2018
Fidelity Brokerage Services Llc Englewood CO 01/2016 07/2018
Fidelity Englewood CO 01/2016 07/2018
Fidelity Investments The Villages FL 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2018 → 07/2019
    Fidelity Brokerage Services Llc
    Ocala, FL
  • 07/2018 → 07/2019
    Fidelity Personal And Workplace Advisors
    Ocala, FL
  • 07/2019 → 08/2021
    Jpmorgan Chase Bank, N.A.
    Winter Park, FL
  • 07/2019 → 08/2021
    J.P. Morgan Securities Llc
    Winter Park, FL
  • 01/2017 → 07/2018
    Strategic Advisers
    Englewood, CO
  • 01/2016 → 07/2018
    Fidelity Brokerage Services Llc
    Englewood, CO
  • 01/2016 → 07/2018
    Fidelity
    Englewood, CO
  • 09/2021 → Present
    Fidelity Investments
    The Villages, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    The Villages, FL
  • 2019-10-15 → 2021-09-01
    J.P. Morgan Securities Llc
    Winter Park, FL
    Lady Lake, FL
  • 2018-07-13 → 2019-07-26
    Fidelity Personal And Workplace Advisors
    The Villages, FL
  • 2017-01-20 → 2018-07-13
    Strategic Advisers Llc
    Greenwood Village, CO
    The Villages, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-13
S63 Uniform Securities Agent State Law Examination 2016-03-11
  • S66 Uniform Combined State Law Examination
    2017-01-13
  • S63 Uniform Securities Agent State Law Examination
    2016-03-11
Other Names
  • John Larsen
  • William J Larsen
  • William Larsen

View on SEC IAPD

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Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · THE VILLAGES, FL
ZENITH ADVISORY GROUP, LLC · THE VILLAGES, FL
MORGAN STANLEY · The Villages, FL
AE WEALTH MANAGEMENT, LLC · The Villages, FL
AE WEALTH MANAGEMENT, LLC · The Villages, FL
CHARLES SCHWAB & CO., INC. · The Villages, FL
LPL FINANCIAL LLC · THE VILLAGES, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · THE VILLAGES, FL

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