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William Anderson

Strategic Advisers LLC

Greenwood Village, CO

Centennial, CO

CRD 7250148

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Centennial, CO • 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 Greenwood Village CO 04/2020 Present
Premco Associates Centennial CO 09/2015 02/2020
Fidelity Investments Boston MA 03/2025 Present
  • 04/2020 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 09/2015 → 02/2020
    Premco Associates
    Centennial, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-19
S63 Uniform Securities Agent State Law Examination 2020-07-24
  • S66 Uniform Combined State Law Examination
    2021-02-19
  • S63 Uniform Securities Agent State Law Examination
    2020-07-24
Other Names
  • William Crawford Anderson

View on SEC IAPD

Nearby Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC

Nearby Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford

Nearby Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

More in Greenwood Village, CO

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