William J. Aubry

Strategic Advisers LLC

Falls Church, VA

Tysons Corner, VA

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31
VA	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31
VA RA
APPROVED

Since 2025-03-31

Branch Locations

Falls Church, VA • United States

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

1861 International Dr Suite 100, Tysons Corner, VA 22102-4410 • 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
Janney Montgomery Scott	Washington Dc	DC	05/2020	07/2021
Full Time Education	Harrisonburg	VA	08/2010	05/2020
Praescient Analytics	Alexandria	VA	07/2019	08/2019
Axa Advisors Llc	Falls Church	VA	06/2018	08/2018
Fidelity Investments	Covington	KY	07/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2020 → 07/2021

Janney Montgomery Scott

Washington Dc, DC
08/2010 → 05/2020

Full Time Education

Harrisonburg, VA
07/2019 → 08/2019

Praescient Analytics

Alexandria, VA
06/2018 → 08/2018

Axa Advisors Llc

Falls Church, VA
07/2021 → Present

Fidelity Investments

Covington, KY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-09-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Mclean, VA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-03

S66 Uniform Combined State Law Examination

2021-06-03

Other Names

Will Aubry
William James Aubry

View on SEC IAPD

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