William Izykowski

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

• 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

• 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