William Michael Larue

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

• 07/2016 → 05/2019
  Usaa Financial Planning Services
  Phoenix, AZ
• 07/2016 → 05/2019
  Usaa Financial Advisors Inc
  Phoenix, AZ
• 01/2017 → 02/2017
  The Attic Ale House
  Phoenix, AZ
• 01/2018 → 05/2019
  Usaa Investment Management Company
  San Antonio, TX
• 05/2019 → Present
  Fidelity Brokerage Services
  Chandler, AZ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-06-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chandler, AZ
• 2018-01-08 → 2019-06-04
  Usaa Investment Services Company
  San Antonio, TX
• 2016-09-19 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2016-08-29
• S63 Uniform Securities Agent State Law Examination
  2014-10-22

Other Names

• Bill Larue
• Billy Larue
• William M Larue