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William Fredrick Gerber

Strategic Advisers LLC

Houston, TX

Houston, 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

Houston, TX • United States

4410 Westheimer Rd Ste B-100, Houston, TX 77027-4837 • 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
Austin College Sherman TX 08/2016 05/2020
Sophia University Tokyo 03/2019 08/2019
Orlando's Lubbock TX 05/2017 08/2017
Austin College Sherman TX 05/2018 08/2018
Austin College Sherman TX 08/2016 05/2020
Cracker Barrel Sherman TX 07/2019 11/2019
Best Buy Sherman TX 11/2019 03/2020
Fidelity Investments Westlake TX 06/2020 Present
Favor Lubbock TX 01/2019 03/2019
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 05/2020
    Austin College
    Sherman, TX
  • 03/2019 → 08/2019
    Sophia University
    Tokyo
  • 05/2017 → 08/2017
    Orlando's
    Lubbock, TX
  • 05/2018 → 08/2018
    Austin College
    Sherman, TX
  • 08/2016 → 05/2020
    Austin College
    Sherman, TX
  • 07/2019 → 11/2019
    Cracker Barrel
    Sherman, TX
  • 11/2019 → 03/2020
    Best Buy
    Sherman, TX
  • 06/2020 → Present
    Fidelity Investments
    Westlake, TX
  • 01/2019 → 03/2019
    Favor
    Lubbock, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-30
S63 Uniform Securities Agent State Law Examination 2020-12-28
  • S65 Uniform Investment Adviser Law Examination
    2022-07-30
  • S63 Uniform Securities Agent State Law Examination
    2020-12-28
Other Names
  • Will Fredrick Gerber
  • William Fredrick Gerber
  • William Gerber

View on SEC IAPD

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