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William P. Hermanek

Strategic Advisers LLC

Lake Grove, NY

Smithtown, NY

Hauppauge, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

142 New Moriches Road, Lake Grove, NY 11755-1300 • United States

Smithtown, NY • United States

150 Motor Parkway, Hauppauge, NY 11788 • 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
Equity Services, Inc. Montpelier VT 09/2021 09/2023
National Life Group Hauppauge NY 08/2021 09/2023
Arkwin Industries Westbury NY 11/2011 09/2021
East End Tax And Accounting Llc Hauppauge NY 07/2023 08/2023
J.P. Morgan Securities Llc Syosset NY 09/2023 06/2024
Fidelity Investments Lake Grove NY 06/2024 Present
Jpmorgan Chase Bank, N.A. Syosset NY 09/2023 06/2024
Fidelity Investments Boston MA 03/2025 Present
  • 09/2021 → 09/2023
    Equity Services, Inc.
    Montpelier, VT
  • 08/2021 → 09/2023
    National Life Group
    Hauppauge, NY
  • 11/2011 → 09/2021
    Arkwin Industries
    Westbury, NY
  • 07/2023 → 08/2023
    East End Tax And Accounting Llc
    Hauppauge, NY
  • 09/2023 → 06/2024
    J.P. Morgan Securities Llc
    Syosset, NY
  • 06/2024 → Present
    Fidelity Investments
    Lake Grove, NY
  • 09/2023 → 06/2024
    Jpmorgan Chase Bank, N.A.
    Syosset, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-07
  • S66 Uniform Combined State Law Examination
    2022-02-07
Other Names
  • William Paul Hermanek
  • William P Hermanek
  • William P Hermanek
  • William Hermanek

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
EDWARD JONES
PENSION FUND EVALUATIONS, INC.
OSAIC WEALTH, INC.

Other Investors

JAMES RYAN ROSELLE
Stephen Carey
Danielle M DeMarco
Brett M. Heyder
Gregory Napolitano
Peter Steven Donahue
Nicholas Milvid
Brandon L DeRamo

Other Offices

J.P. MORGAN SECURITIES LLC · LAKE GROVE, NY
CHARLES SCHWAB & CO., INC. · Lake Grove, NY
WELLS FARGO CLEARING SERVICES, LLC · LAKE GROVE, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAKE GROVE, NY
LPL FINANCIAL LLC · NESCONSET, NY
EDWARD JONES · ST JAMES, NY
PENSION FUND EVALUATIONS, INC. · CENTEREACH, NY
LPL FINANCIAL LLC · SMITHTOWN, NY

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