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Ian M. Williams

Strategic Advisers LLC

Chicago, IL

Deer Park, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Chicago, IL • United States

20530 North Rand Road Suite 448, Deer Park, IL 60010-7233 • 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
Berkley Industrial Comp Birmingham AL 04/2019 06/2020
Grand Bohemian Birmingham AL 03/2019 05/2020
Unemployed Birmingham AL 02/2019 03/2019
Peace Corps Washington DC 01/2018 02/2019
University Of Alabama Tuscaloosa AL 08/2011 05/2017
Chuck's Fish Tuscaloosa AL 05/2015 05/2017
Unemployed Birmingham AL 05/2017 01/2018
Thrivent Investment Management Inc. Downers Grove IL 06/2020 10/2020
Morgan Stanley Smith Barney Llc Newport News VA 11/2020 09/2022
Morgan Stanley Private Bank, N.A. New York NY 12/2020 09/2022
Fidelity Investments Virginia Beach VA 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2019 → 06/2020
    Berkley Industrial Comp
    Birmingham, AL
  • 03/2019 → 05/2020
    Grand Bohemian
    Birmingham, AL
  • 02/2019 → 03/2019
    Unemployed
    Birmingham, AL
  • 01/2018 → 02/2019
    Peace Corps
    Washington, DC
  • 08/2011 → 05/2017
    University Of Alabama
    Tuscaloosa, AL
  • 05/2015 → 05/2017
    Chuck's Fish
    Tuscaloosa, AL
  • 05/2017 → 01/2018
    Unemployed
    Birmingham, AL
  • 06/2020 → 10/2020
    Thrivent Investment Management Inc.
    Downers Grove, IL
  • 11/2020 → 09/2022
    Morgan Stanley Smith Barney Llc
    Newport News, VA
  • 12/2020 → 09/2022
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 09/2022 → Present
    Fidelity Investments
    Virginia Beach, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Virginia Beach, VA
  • 2021-01-11 → 2022-10-06
    Morgan Stanley
    Deerfield, IL
    Newport News, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-11
  • S66 Uniform Combined State Law Examination
    2021-01-11
Other Names
  • Ian M Williams
  • Ian Williams

View on SEC IAPD

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