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William Mitchell Sirota

Strategic Advisers LLC

Burlington, MA

Newton, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • United States

Newton, MA • 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
Saint Micheal's College Essex VT 01/2016 01/2020
Aquitane Newton MA 06/2017 09/2017
Fidelity Investments Merrimack NH 06/2019 09/2019
Interstate Hotels South Burlington VT 02/2020 05/2020
Fidelity Investments Burlington MA 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → 01/2020
    Saint Micheal's College
    Essex, VT
  • 06/2017 → 09/2017
    Aquitane
    Newton, MA
  • 06/2019 → 09/2019
    Fidelity Investments
    Merrimack, NH
  • 02/2020 → 05/2020
    Interstate Hotels
    South Burlington, VT
  • 07/2020 → Present
    Fidelity Investments
    Burlington, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-05-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Burlington, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-30
S63 Uniform Securities Agent State Law Examination 2020-11-04
  • S66 Uniform Combined State Law Examination
    2021-04-30
  • S63 Uniform Securities Agent State Law Examination
    2020-11-04
Other Names
  • William Mitchell Sirota
  • William Sirota

View on SEC IAPD

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ONEPOINT BFG WEALTH PARTNERS · Burlington, MA
EDELMAN FINANCIAL ENGINES · Town of Burlington, MA
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