William Oliner

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
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

New York, NY • 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
Equitable Advisors, Llc	New York	NY	01/2022	02/2023
Ubs Financial	Weekawken	NJ	02/2016	04/2019
Target Rock Partners	Huntington	NY	12/2019	04/2021
Fidelity Investments	New York	NY	03/2023	Present
New Jersey Institute Of Technology	Newark	NJ	01/2019	01/2020
Rutgers University	Newark	NJ	01/2020	03/2023
Fidelity Investments	Boston	MA	03/2025	Present

01/2022 → 02/2023

Equitable Advisors, Llc

New York, NY
02/2016 → 04/2019

Ubs Financial

Weekawken, NJ
12/2019 → 04/2021

Target Rock Partners

Huntington, NY
03/2023 → Present

Fidelity Investments

New York, NY
01/2019 → 01/2020

New Jersey Institute Of Technology

Newark, NJ
01/2020 → 03/2023

Rutgers University

Newark, NJ
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-08-07 → 2025-03-31

Fidelity Personal And Workplace Advisors

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-06-28
S63	Uniform Securities Agent State Law Examination	2022-08-08

S66 Uniform Combined State Law Examination

2024-06-28
S63 Uniform Securities Agent State Law Examination

2022-08-08

Other Names

William J Oliner
William Oliner

View on SEC IAPD

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