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William Joseph Moehring

Strategic Advisers LLC

Covington, KY

Cincinnati, 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

100 Howe Drive, Covington, KY 41015-5000 • United States

Cincinnati, 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
Doordash, Inc. San Francisco CA 08/2016 07/2021
Kings Island Mason OH 06/2018 09/2018
Chipotle Oxford OH 09/2017 11/2017
Fidelity Investments Covington KY 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 07/2021
    Doordash, Inc.
    San Francisco, CA
  • 06/2018 → 09/2018
    Kings Island
    Mason, OH
  • 09/2017 → 11/2017
    Chipotle
    Oxford, OH
  • 07/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-61243|OrgNmn:DoorDash|Org Addr:Cincinnati,Ohio,US|OBA Nature:Food Delivery|Invst Rel:N|Title:Independent Contractor|Duties:Picking up and delivering food during hours chosen by me. I have full flexibility to start or stop working at any point. Will only turn on a "|StrtDt:08-01-16|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-26
S63 Uniform Securities Agent State Law Examination 2021-12-07
  • S66 Uniform Combined State Law Examination
    2022-09-26
  • S63 Uniform Securities Agent State Law Examination
    2021-12-07
Other Names
  • William Joseph Moehring
  • Will Moehring Moehring
  • William Moehring

View on SEC IAPD

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BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

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