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William Cherry

Strategic Advisers LLC

Orlando, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-21
TX RA APPROVED 2025-05-19
  • FL RA
    APPROVED
    Since 2025-05-21
  • TX RA
    APPROVED
    Since 2025-05-19

Branch Locations

Orlando, FL • 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
Full Time Education Orlando FL 08/2019 04/2020
Famous Daves Oakton VA 06/2016 08/2017
Us Health Group Orlando FL 09/2021 05/2023
Full Time Education Orlando FL 08/2017 04/2019
Charles Schwab & Co., Inc. Orlando FL 05/2023 03/2024
Integrated Wealth Solutions Of Raymond James Orlando FL 05/2021 08/2021
Sitemetric Manassas VA 04/2020 07/2020
Full Time Education Orlando FL 08/2020 04/2021
Famous Daves Oakton VA 04/2019 08/2019
Fidelity Investments Charlotte NC 03/2024 Present
  • 08/2019 → 04/2020
    Full Time Education
    Orlando, FL
  • 06/2016 → 08/2017
    Famous Daves
    Oakton, VA
  • 09/2021 → 05/2023
    Us Health Group
    Orlando, FL
  • 08/2017 → 04/2019
    Full Time Education
    Orlando, FL
  • 05/2023 → 03/2024
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 05/2021 → 08/2021
    Integrated Wealth Solutions Of Raymond James
    Orlando, FL
  • 04/2020 → 07/2020
    Sitemetric
    Manassas, VA
  • 08/2020 → 04/2021
    Full Time Education
    Orlando, FL
  • 04/2019 → 08/2019
    Famous Daves
    Oakton, VA
  • 03/2024 → Present
    Fidelity Investments
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-17
S63 Uniform Securities Agent State Law Examination 2023-09-18
  • S66 Uniform Combined State Law Examination
    2025-04-17
  • S63 Uniform Securities Agent State Law Examination
    2023-09-18
Other Names
  • Will Cherry
  • William Ellis Cherry

View on SEC IAPD

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