William Dennis White

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

MD RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Pasadena, MD • United States

Two Contra Way, Merrimack, NH 03054-4334 • United States

10101 Twin Rivers Rd, Columbia, MD 21044-2675 • 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

Organization	City	State	From	To
Rebate Realty Usa	Parkville	MD	02/2014	08/2018
Axa Advisors, Llc	New York	NY	08/2018	10/2019
Coast To Coast Custom Tile	Glen Arm	MD	10/2019	07/2021
Fidelity Investments	Baltimore	MD	09/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

02/2014 → 08/2018

Rebate Realty Usa

Parkville, MD
08/2018 → 10/2019

Axa Advisors, Llc

New York, NY
10/2019 → 07/2021

Coast To Coast Custom Tile

Glen Arm, MD
09/2021 → Present

Fidelity Investments

Baltimore, MD
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-09-27 → 2025-03-31

Fidelity Personal And Workplace Advisors

Merrimack, NH
2019-03-07 → 2019-10-10

Equitable Advisors, Llc

Columbia, MD

Dundalk, MD

Columbia, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-11-30

S66 Uniform Combined State Law Examination

2018-11-30

Other Names

Dennis White
William Dennis White Jr.
William Dennis White
William Dennis White
William Dennis White

View on SEC IAPD

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