William Cody Feltner

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

• 05/2018 → 10/2019
  Prolanthropy
  Florence, KY
• 08/2024 → Present
  Fidelity Investments
  Covington, KY
• 03/2018 → 10/2018
  Fc Cincinnati
  Cincinnati, OH
• 05/2024 → 07/2024
  Unemployed
  Cincinnati, OH
• 10/2019 → 05/2024
  Paycor
  Cincinnati, OH
• 01/2018 → 04/2018
  Jm Midwest Llc
  Cincinnati, OH
• 08/2015 → 11/2018
  In School
  Cincinnati, OH
• 05/2017 → 08/2017
  Procamps
  Cincinnati, OH
• 03/2011 → 05/2017
  Uncle Bills Garden Center
  Cincinnati, OH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Cincinnati, OH
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2024-12-23

Other Names

• William C Feltner
• William Feltner