William W Strabley

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2024-01-17
TX	RA	APPROVED	2024-01-17

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Lone Tree	CO	10/2015	09/2016
Fidelity Brokerage Services Llc	Boston	MA	09/2016	08/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Wellesley Hills	MA	08/2022	01/2023
Bank Of America N.A.	Wellesley Hills	MA	11/2022	01/2023
First Republic Securities Company, Llc	Wellesley	MA	01/2023	09/2023
First Republic Investment Management, Inc.	Wellesley	MA	01/2023	Present
J.P. Morgan Securities Llc	Wellesley	MA	09/2023	Present
Jp Morgan Chase Bank, N.A.	Wellesley Hills	MA	10/2023	Present

10/2015 → 09/2016

Charles Schwab & Co., Inc.

Lone Tree, CO
09/2016 → 08/2022

Fidelity Brokerage Services Llc

Boston, MA
08/2022 → 01/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wellesley Hills, MA
11/2022 → 01/2023

Bank Of America N.A.

Wellesley Hills, MA
01/2023 → 09/2023

First Republic Securities Company, Llc

Wellesley, MA
01/2023 → Present

First Republic Investment Management, Inc.

Wellesley, MA
09/2023 → Present

J.P. Morgan Securities Llc

Wellesley, MA
10/2023 → Present

Jp Morgan Chase Bank, N.A.

Wellesley Hills, MA

2023-01-13 → 2025-03-19

J.P. Morgan Private Wealth Advisors Llc

Wellesley, MA
2022-08-26 → 2023-01-17

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wellesley Hills, MA
2019-06-21 → 2022-09-06

Fidelity Personal And Workplace Advisors

Boston, MA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-05-08
S63	Uniform Securities Agent State Law Examination	2016-04-26

Other Firms