Williamjacob Koehler Lerman

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

• 09/2014 → 05/2019
  Oliver Ames High School
  Easton, MA
• 06/2022 → 12/2022
  Clearbridge Technology Group
  Billerica, MA
• 12/2022 → 09/2024
  Franklin Templeton/Putnam Investments
  Andover, MA
• 04/2021 → 08/2021
  Cafe Maddies
  Quincy, MA
• 08/2019 → 05/2023
  Merrimack College
  Andover, MA
• 04/2016 → 08/2019
  Piezoni'S
  Easton, MA
• 10/2024 → Present
  Fidelity Investments
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2026-03-02
• S63 Uniform Securities Agent State Law Examination
  2025-01-10

Other Names

• Williamjacob Koehler Lerman
• Williamjacob Lerman
• William Jacob Koehler Lerman