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William Hiserman

Strategic Advisers LLC

Salt Lake City, UT

Lehi, UT

CRD 8215514

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-19
UT RA APPROVED 2026-05-19
  • TX RA
    APPROVED
    Since 2026-05-19
  • UT RA
    APPROVED
    Since 2026-05-19

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Lehi, UT • 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
Alpine Country Club Highland UT 05/2023 12/2025
Unemployed Provo UT 08/2022 05/2023
Saela Pest Control Orem UT 06/2019 11/2019
Frye'S Printing Napa CA 04/2022 08/2022
Fidelity Investments Salt Lake City UT 01/2026 Present
Unemployed Napa CA 01/2015 06/2019
Unemployed Napa CA 11/2019 04/2022
  • 05/2023 → 12/2025
    Alpine Country Club
    Highland, UT
  • 08/2022 → 05/2023
    Unemployed
    Provo, UT
  • 06/2019 → 11/2019
    Saela Pest Control
    Orem, UT
  • 04/2022 → 08/2022
    Frye'S Printing
    Napa, CA
  • 01/2026 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 01/2015 → 06/2019
    Unemployed
    Napa, CA
  • 11/2019 → 04/2022
    Unemployed
    Napa, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-15
  • S66 Uniform Combined State Law Examination
    2026-05-15
Other Names
  • Will Hiserman

View on SEC IAPD

Nearby Firms

RUN VENTURES
LEP MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.

Nearby Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL

Nearby Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT

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