William Lyle

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

OH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Hudson, OH • United States

200 Pinecrest Drive, Orange, OH 44122-4207 • 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

Organization	City	State	From	To
Capfinancial Securities, Llc	Raleigh	NC	10/2015	03/2020
Captrust Financial Advisors	Raleigh	NC	10/2015	03/2020
Fidelity Brokerage Services Llc	Woodmere Village	OH	03/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2015 → 03/2020

Capfinancial Securities, Llc

Raleigh, NC
10/2015 → 03/2020

Captrust Financial Advisors

Raleigh, NC
03/2020 → Present

Fidelity Brokerage Services Llc

Woodmere Village, OH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-03-31 → 2025-03-31

Fidelity Personal And Workplace Advisors

Woodmere Village, OH
2015-11-18 → 2020-04-01

Captrust

Akron, OH

Raleigh, NC
2014-03-06 → 2015-09-29

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Encino, CA
2011-12-23 → 2013-07-22

Oneamerica Securities, Inc.

Indianapolis, IN
2011-05-30 → 2011-08-08

Capfinancial Securities, Llc.

Raleigh, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-05-27

S66 Uniform Combined State Law Examination

2011-05-27

Designations

Other Names

Will F Lyle
William F Lyle
William Lyle

View on SEC IAPD

More in Hudson, OH

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor