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William Izykowski

Strategic Advisers LLC

Mooresville, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-09-12
NC RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-09-12
  • NC RA
    APPROVED
    Since 2025-03-31

Branch Locations

Mooresville, NC • 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
Pnc Investments Charlotte NC 12/2014 06/2017
Charles Schwab & Co., Inc. Huntersville NC 07/2017 11/2024
Charles Schwab Bank Huntersville NC 07/2017 11/2024
Fidelity Investments Huntersville NC 11/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2014 → 06/2017
    Pnc Investments
    Charlotte, NC
  • 07/2017 → 11/2024
    Charles Schwab & Co., Inc.
    Huntersville, NC
  • 07/2017 → 11/2024
    Charles Schwab Bank
    Huntersville, NC
  • 11/2024 → Present
    Fidelity Investments
    Huntersville, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mooresville, NC
    Huntersville, NC
  • 2017-07-27 → 2024-12-21
    Charles Schwab & Co., Inc.
    Huntersville, NC
    Charlotte, NC
  • 2014-12-11 → 2017-07-06
    Pnc Wealth Management Llc
    Palm Springs, FL
    Delray Beach, FL
    Jensen Beach, FL
    West Palm Beach, FL
    Plainfield, NJ
    Tinton Falls, NJ
    Perth Amboy, NJ
    East Hanover, NJ
    Oldwick, NJ
    Plainfield, NJ
    Charlotte, NC
    Trenton, NJ
    Trenton, NJ
    Asbury Park, NJ
  • 2014-07-23 → 2014-11-24
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Charlotte, NC
    Huntersville, NC
  • 2010-07-14 → 2011-02-11
    Morgan Stanley
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-22
  • S66 Uniform Combined State Law Examination
    2014-07-22
Other Names
  • Billy Izykowski
  • Bill Izykowski
  • Billy Izykowski
  • Bill Izykowski
  • William Michael Izykowski
  • William M Izykowski

View on SEC IAPD

Other Firms

TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CASTLE WEALTH GROUP
MML INVESTORS SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC

Other Investors

JEFFREY JOHN BULGER
Kimberley B Foster
JOSHUA EVAN MCNEIL
ROBERT M PALMER
Angelique R Harris
Roy Enoch Boone
Monika MacManus Moore
RAYMOND HALSTEAD

Other Offices

TRUIST ADVISORY SERVICES, INC. · MOORESVILLE, NC
EDWARD JONES · MOORESVILLE, NC
CETERA INVESTMENT ADVISERS LLC · MOORESVILLE, NC
VIRTUE CAPITAL MANAGEMENT, LLC · MOORESVILLE, NC
CASTLE WEALTH GROUP · MOORESVILLE, NC
MML INVESTORS SERVICES, LLC · Mooresville, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MOORESVILLE, NC
J.P. MORGAN SECURITIES LLC · Mooresville , NC

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