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William Schirmer

Strategic Advisers LLC

Orange, OH

Westlake, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

200 Pinecrest Drive, Orange, OH 44122-4207 • United States

Westlake, OH • 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 Covington KY 05/2019 Present
Xavier University Cincinnati OH 08/2015 05/2019
Clearsuiting Llc Cleveland OH 05/2017 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 05/2019 → Present
    Fidelity Investments
    Covington, KY
  • 08/2015 → 05/2019
    Xavier University
    Cincinnati, OH
  • 05/2017 → 08/2017
    Clearsuiting Llc
    Cleveland, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-11-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-05
  • S66 Uniform Combined State Law Examination
    2020-11-05
Other Names
  • William Charles Schirmer
  • William Schirmer

View on SEC IAPD

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