Best Investors Account Sign in

William Brockob

Strategic Advisers LLC

Willow Springs, IL

Oak Brook, IL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Willow Springs, IL • United States

1415 W 22Nd St Oak Brook Reg Twr Stes 100 & 900, Oak Brook, IL 60523-8416 • 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
Jp Morgan Chase Bank Na Hinsdale IL 05/2010 05/2018
J.P. Morgan Securities Llc Hinsdale IL 10/2012 05/2018
Fidelity Brokerage Services Llc Oak Brook IL 05/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2010 → 05/2018
    Jp Morgan Chase Bank Na
    Hinsdale, IL
  • 10/2012 → 05/2018
    J.P. Morgan Securities Llc
    Hinsdale, IL
  • 05/2018 → Present
    Fidelity Brokerage Services Llc
    Oak Brook, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-06-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Oak Brook, IL
Other Businesses

OBA-17306|OrgNmn:Pleasantdale School District 107|Org Addr:Burr ridge,Illinois,US|OBA Nature:School|Invst Rel:N|Title:School Board Member|Duties:Monthly Board meetings outside of working hours|StrtDt:04-06-21|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-12
S63 Uniform Securities Agent State Law Examination 2010-06-11
  • S66 Uniform Combined State Law Examination
    2019-06-12
  • S63 Uniform Securities Agent State Law Examination
    2010-06-11
Other Names
  • Bill Frederick Brockob
  • William F Brockob
  • William Frederick Brockob

View on SEC IAPD

More in Willow Springs, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor