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William J. Torbeck

Strategic Advisers LLC

Burlington, KY

Burlington, KY

Covington, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Burlington, KY • United States

Burlington, KY • United States

100 Magellan Way, Covington, KY 41015-1987 • 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 Covington KY 06/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 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
    Covington, KY
  • 2017-04-05 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-30
S63 Uniform Securities Agent State Law Examination 2015-07-27
  • S66 Uniform Combined State Law Examination
    2017-03-30
  • S63 Uniform Securities Agent State Law Examination
    2015-07-27
Other Names
  • William James Torbeck
  • William James Torbeck
  • William James Torbeck

View on SEC IAPD

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