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William Ryan Lloyd

Strategic Advisers LLC

Spring, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Spring, TX • 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
Jp Morgan Securities Llc Houston TX 03/2016 07/2017
Jp Morgan Chase Houston TX 03/2016 07/2017
Jp Morgan Securities, Llc Houston TX 07/2017 02/2022
Jp Morgan Chase Bank Na Houston TX 07/2017 02/2022
Fidelity Investments Westlake TX 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 07/2017
    Jp Morgan Securities Llc
    Houston, TX
  • 03/2016 → 07/2017
    Jp Morgan Chase
    Houston, TX
  • 07/2017 → 02/2022
    Jp Morgan Securities, Llc
    Houston, TX
  • 07/2017 → 02/2022
    Jp Morgan Chase Bank Na
    Houston, TX
  • 02/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Magnolia, TX
Other Businesses

OBA-66417|OrgNmn:Willow's Woodshop|Org Addr:Magnolia,Texas,US|OBA Nature:woodworking|Invst Rel:N|Title:Sole Proprietor|Duties:I create things from wood in my garage that I sell online|StrtDt:02-09-22|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-08
S63 Uniform Securities Agent State Law Examination 2016-06-10
  • S66 Uniform Combined State Law Examination
    2021-10-08
  • S63 Uniform Securities Agent State Law Examination
    2016-06-10
Other Names
  • William Ryan Llyod
  • William Ryan Lloyd
  • William Lloyd

View on SEC IAPD

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