William Pate Shipley

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

• 08/2015 → 06/2020
  Western Kentucky University
  Bowling Green, KY
• 05/2018 → 08/2018
  3A Composites
  Glasgow, KY
• 11/2017 → 12/2019
  Buck Construction Llc
  Franklin, KY
• 06/2020 → 10/2021
  Raymond James Financial Services, Inc
  Bowling Green, KY
• 08/2019 → 05/2020
  Western Kentucky University
  Bowling Green, KY
• 05/2017 → 08/2019
  Fox Hollow Golf Course
  Glasgow, KY
• 12/2020 → 10/2021
  Raymond James Financial Services Advisors, Inc
  Bowling Green, KY
• 05/2021 → 10/2021
  Ben Smith Life Compass Financial, Inc.
  Bowling Green, KY
• 11/2021 → 04/2022
  Western Kentucky University
  Bowling Green, KY
• 05/2022 → Present
  Fidelity Investments
  Franklin, TN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-09-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Franklin, TN
• 2020-12-17 → 2021-10-15
  Raymond James Financial Services Advisors, Inc
  Bowling Green, KY

Exams

• S66 Uniform Combined State Law Examination
  2020-12-04