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William A. Ward

Strategic Advisers LLC

Staten Island, NY

Morristown, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Staten Island, NY • United States

35 Morris Street, Morristown, NJ 07960-3919 • 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
Ubs Fs Weehawken NJ 03/2014 01/2019
Unemployed Staten Island NY 01/2019 09/2019
Tapfin/Ey Secaucus NJ 09/2019 02/2021
Fidelity Investments Wayne NJ 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2014 → 01/2019
    Ubs Fs
    Weehawken, NJ
  • 01/2019 → 09/2019
    Unemployed
    Staten Island, NY
  • 09/2019 → 02/2021
    Tapfin/Ey
    Secaucus, NJ
  • 03/2021 → Present
    Fidelity Investments
    Wayne, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Wayne, NJ
  • 2019-10-11 → 2021-02-25
    Ernst & Young Investment Advisers Llp
    Secaucus, NJ
    Staten Island, NY
  • 2014-03-11 → 2019-01-11
    Ubs Financial Services Inc.
    Weehawken, NJ
    Weehawken, NJ
  • 2006-02-21 → 2006-09-14
    Chase Investment Services Corp.
    New York, NY
  • 2005-09-19 → 2006-01-19
    Citicorp Investment Services
    Brooklyn, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-03-26
S65 Uniform Investment Adviser Law Examination 1999-12-10
  • S63 Uniform Securities Agent State Law Examination
    2021-03-26
  • S65 Uniform Investment Adviser Law Examination
    1999-12-10
Designations
Other Names
  • William Anthony Ward
  • Liam Ward
  • William Ward

View on SEC IAPD

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