William Edward Tibbals

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2022 → 06/2022
  Mml Investors Services, Llc
  Raleigh, NC
• 06/2021 → 06/2022
  Mass Mutual Life Insurance Company
  Raleigh, NC
• 08/2017 → 07/2021
  North Carolina State University
  Raleigh, NC
• 04/2020 → 12/2020
  Northwestern Mutual
  Raleigh, NC
• 08/2010 → 08/2017
  Community House Middle School And Ardrey Kell High School
  Charlotte, NC
• 07/2022 → Present
  Fidelity Investments
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-09-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
• 2022-05-13 → 2022-06-09
  Mml Investors Services, Llc
  Raleigh, NC

Other Businesses

OBA-106755|OrgNmn:Townhomes of Avent Acres HOA|Org Addr:Holly Spri,North Caro,US|OBA Nature:Association that helps improve|Invst Rel:N|Title:President|Duties:Meet quarterly with board, annually with homeowners, put together correspondence for homeowners.|StrtDt:12-09-25|TotHrs/mon:2|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-04-13

Other Names

• William Edward Tibbals
• William Tibbals