William Wowk

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 08/2017
  Hawks Landing Golf Club
  Verona, WI
• 08/2020 → 05/2021
  University Of South Carolina
  Columbia, SC
• 09/2023 → 08/2024
  United Wheels Inc.
  Miamisburg, OH
• 05/2020 → 08/2020
  Wetherington Golf And Country Club
  West Chester, OH
• 08/2018 → 05/2019
  Saint Xavier High School
  Cincinnati, OH
• 08/2019 → 05/2020
  Saint Xavier High School
  Cincinnati, OH
• 05/2021 → 08/2021
  Four Bridges Country Club
  West Chester, OH
• 08/2024 → Present
  Fidelity Investments
  Durham, NC
• 06/2018 → 07/2018
  Hawks Landing Golf Club
  Verona, WI
• 09/2022 → 04/2024
  Wasserman Next Gen
  Columbia, SC
• 05/2022 → 08/2022
  Four Bridges Country Club
  West Chester, OH
• 05/2019 → 08/2019
  City Of Sharonville
  Sharonville, OH
• 03/2014 → 05/2017
  Student
  Madison, WI
• 08/2021 → 04/2022
  Strom Thurmond Recreation Center
  Columbia, SC
• 09/2017 → 06/2018
  James Madison Memorial
  Madison, WI

Other Businesses

OBA-132164|OrgNmn:WYB|Org Addr:Raleigh,North Caro,US|OBA Nature:Mobile device application crea|Invst Rel:N|Title:Developer|Duties:Use online tools such as AI to develop an app.|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2025-11-24
• S63 Uniform Securities Agent State Law Examination
  2024-11-19