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William Doss

Strategic Advisers LLC

Tukwila, WA

Renton, WA

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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
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
WA RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

304 Strander Blvd, Tukwila, WA 98188-2939 • United States

Renton, WA • 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 Investments Merrimack NH 07/2020 Present
Fidelity Investments Merrimack NH 11/2018 07/2020
Eastern Mountain Sports, Llc Nashua NH 11/2016 06/2020
American Pain Institute Portsmouth NH 02/2017 09/2018
Lincoln Christian University Lincoln IL 08/2014 05/2017
Bert'S Better Beers Manchester NH 01/2016 02/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2020 → Present
    Fidelity Investments
    Merrimack, NH
  • 11/2018 → 07/2020
    Fidelity Investments
    Merrimack, NH
  • 11/2016 → 06/2020
    Eastern Mountain Sports, Llc
    Nashua, NH
  • 02/2017 → 09/2018
    American Pain Institute
    Portsmouth, NH
  • 08/2014 → 05/2017
    Lincoln Christian University
    Lincoln, IL
  • 01/2016 → 02/2017
    Bert'S Better Beers
    Manchester, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-11-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Tukwila, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-09
  • S66 Uniform Combined State Law Examination
    2020-11-09
Other Names
  • William Stanley Doss
  • William Doss
  • William Stanley Doss

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
PLANMEMBER SECURITIES CORPORATION
DECKER RETIREMENT PLANNING INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES

Other Investors

LANCE KENJI NEKOTA
DARREN DOUGLAS HOREJSI
SERGIO GABRIEL GARZA
BRENDA SUE HUBER
CATHERINE MARIE SIMMONS
Nathaniel Allan Engstrom
TONYA N PARKER
JEREMY BARRETTE

Other Offices

LPL FINANCIAL LLC · TUKWILA, WA
CETERA INVESTMENT ADVISERS LLC · TUKWILA, WA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Tukwila, WA
OSAIC WEALTH, INC. · SEATTLE, WA
PLANMEMBER SECURITIES CORPORATION · Seattle, WA
DECKER RETIREMENT PLANNING INC. · Renton, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tukwila, WA
EDWARD JONES · Tukwila, WA

More in Tukwila, WA

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