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William Sutton

Strategic Advisers LLC

Cary, NC

Durham, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Cary, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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 Westlake TX 07/2020 Present
Fathom Realty Denton TX 09/2018 07/2020
Texas State University Sane Marcos TX 06/2017 09/2018
Texas State University Sane Marcos TX 08/2016 06/2017
Vin Gym San Marcos TX 01/2018 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 07/2020 → Present
    Fidelity Investments
    Westlake, TX
  • 09/2018 → 07/2020
    Fathom Realty
    Denton, TX
  • 06/2017 → 09/2018
    Texas State University
    Sane Marcos, TX
  • 08/2016 → 06/2017
    Texas State University
    Sane Marcos, TX
  • 01/2018 → 05/2018
    Vin Gym
    San Marcos, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-10-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    St. Augustine, FL
    Durham, NC
Other Businesses

OBA-101241|OrgNmn:Realtor with Fathom Realty|Org Addr:Cary, NC 2,North Caro,US|OBA Nature:Real Estate Agent with Fathom |Invst Rel:Y|Title:Sole Proprietor|Duties:some continuing education for real estate, and weekend work|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-23
  • S66 Uniform Combined State Law Examination
    2020-10-23
Other Names
  • William Paul Sutton
  • William Sutton

View on SEC IAPD

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