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William Philpott

Strategic Advisers LLC

Framingham, MA

Boston, 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

405 Cochituate Road, Framingham, MA 01701-4648 • United States

Boston, 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
Umass Amherst Full Time Student Amherst MA 09/2016 06/2017
Cape Cod Lacrosse Plymouth MA 06/2017 08/2017
Umass Amherst Full Time Student Amherst MA 09/2017 05/2018
Providence College Providence RI 06/2018 08/2018
Tabor Academy Marion MA 06/2018 08/2018
Umass Amherst Full Time Student Amherst MA 09/2018 05/2020
Umass Amherst Full Time Student Amherst MA 08/2020 05/2021
Fidelity Investments Framingham MA 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 06/2017
    Umass Amherst Full Time Student
    Amherst, MA
  • 06/2017 → 08/2017
    Cape Cod Lacrosse
    Plymouth, MA
  • 09/2017 → 05/2018
    Umass Amherst Full Time Student
    Amherst, MA
  • 06/2018 → 08/2018
    Providence College
    Providence, RI
  • 06/2018 → 08/2018
    Tabor Academy
    Marion, MA
  • 09/2018 → 05/2020
    Umass Amherst Full Time Student
    Amherst, MA
  • 08/2020 → 05/2021
    Umass Amherst Full Time Student
    Amherst, MA
  • 06/2021 → Present
    Fidelity Investments
    Framingham, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Framingham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-22
  • S66 Uniform Combined State Law Examination
    2021-10-22
Designations
Other Names
  • William Edward Philpott
  • Billy Philpott
  • William Philpott

View on SEC IAPD

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JASON THOMAS LONGTIN
DAVID TODD HARDING
TIMOTHY JOSEPH KEANE
MATTHEW LITTLE
VINCENT PAUL GRIMALDI
Matthew Thomas Najemy
ARIEL FELIPE ACUNA
KEVIN MICHAEL PIZZOTTI

Other Offices

CETERA INVESTMENT ADVISERS LLC · FRAMINGHAM, MA
LTG CAPITAL LLC · FRAMINGHAM, MA
EDWARD JONES · FRAMINGHAM, MA
EPG INCORPORATED · FRAMINGHAM, MA
TSW WEALTH MANAGEMENT · FRAMINGHAM, MA
WOODSIDE WEALTH MANAGEMENT · FRAMINGHAM, MA
OSAIC WEALTH, INC. · Framingham, MA
IMPACT PARTNERSHIP WEALTH, LLC · Framingham, MA

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