Best Investors Account Sign in

William Stanley Bernacki

Strategic Advisers LLC

Schaumburg, IL

Bloomingdale, IL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
IL RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-08
  • IL RA
    APPROVED
    Since 2025-03-31

Branch Locations

1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835 • United States

Bloomingdale, IL • 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
Thrivent Investment Management Inc Minneapolis MN 04/2024 04/2024
J.P. Morgan Securities Llc Bloomingdale IL 09/2018 10/2023
Unemployed Bloomingdale IL 10/2023 04/2024
Fidelity Investments Schaumburg IL 04/2024 Present
Jpmorgan Chase Bank, N.A. Bloomingdale IL 09/2018 10/2023
University Of Illinois At Chicago Chicago IL 01/2015 05/2017
Royal United Mortgage Schaumburg IL 05/2017 09/2018
Fidelity Investments Boston MA 03/2025 Present
  • 04/2024 → 04/2024
    Thrivent Investment Management Inc
    Minneapolis, MN
  • 09/2018 → 10/2023
    J.P. Morgan Securities Llc
    Bloomingdale, IL
  • 10/2023 → 04/2024
    Unemployed
    Bloomingdale, IL
  • 04/2024 → Present
    Fidelity Investments
    Schaumburg, IL
  • 09/2018 → 10/2023
    Jpmorgan Chase Bank, N.A.
    Bloomingdale, IL
  • 01/2015 → 05/2017
    University Of Illinois At Chicago
    Chicago, IL
  • 05/2017 → 09/2018
    Royal United Mortgage
    Schaumburg, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bloomingdale, IL
    Schaumburg, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-27
S63 Uniform Securities Agent State Law Examination 2019-01-18
  • S66 Uniform Combined State Law Examination
    2024-08-27
  • S63 Uniform Securities Agent State Law Examination
    2019-01-18
Other Names
  • Will Bernacki
  • William S Bernacki
  • William Bernacki
  • William Stanley Bernacki
  • Will Stanley Bernacki
  • Will Bernacki

View on SEC IAPD

Other Firms

COX FINANCIAL GROUP, LTD.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WORLD EQUITY GROUP, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
MARINER INDEPENDENT
NAVARRO ASSET MANAGEMENT, LLC
ASCENTIS INDEPENDENT ADVISORS, LLC

Other Investors

JOHN HERMAN COX
MICHAEL MYLES HARLAN
GREGORY ALLAN KATZMAN
MICHAEL JUDE MASCIOPINTO
CLAIRE MARIE KENT
Michael E Burdick
GEOFFREY THOMAS WHARTON
PAUL PHILLIP KACZMARCZYK

Other Offices

COX FINANCIAL GROUP, LTD. · SCHAUMBURG, IL
CETERA INVESTMENT ADVISERS LLC · SCHAUMBURG, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Schaumburg, IL
WORLD EQUITY GROUP, INC. · Schaumburg, IL
BANKERS LIFE ADVISORY SERVICES, INC. · Schaumburg, IL
BANKERS LIFE ADVISORY SERVICES, INC. · SCHAUMBURG, IL
MARINER INDEPENDENT · Schaumburg, IL
NAVARRO ASSET MANAGEMENT, LLC · SCHAUMBURG, IL

More in Schaumburg, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor