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Joshua Williams

Strategic Advisers LLC

Coatesville, PA

CRD 7389264

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-05-19
TX RA APPROVED 2025-05-19
  • PA RA
    APPROVED
    Since 2025-05-19
  • TX RA
    APPROVED
    Since 2025-05-19

Branch Locations

Coatesville, PA • 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
The Vanguard Group, Inc Malvern PA 06/2021 02/2022
Jg Wentworth Company Chesterbrook PA 08/2019 05/2021
Campbell University Buies Creek NC 08/2015 05/2019
Hidden Creek Golf Club Egg Harbor NJ 05/2017 01/2018
Fidelity Investments Covington KY 03/2022 Present
  • 06/2021 → 02/2022
    The Vanguard Group, Inc
    Malvern, PA
  • 08/2019 → 05/2021
    Jg Wentworth Company
    Chesterbrook, PA
  • 08/2015 → 05/2019
    Campbell University
    Buies Creek, NC
  • 05/2017 → 01/2018
    Hidden Creek Golf Club
    Egg Harbor, NJ
  • 03/2022 → Present
    Fidelity Investments
    Covington, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-16
S63 Uniform Securities Agent State Law Examination 2021-10-01
  • S65 Uniform Investment Adviser Law Examination
    2025-05-16
  • S63 Uniform Securities Agent State Law Examination
    2021-10-01
Other Names
  • Josh Williams
  • Joshua Alan Williams
  • Jozhua Williams

View on SEC IAPD

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