William Alden Shisler

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

• 10/2021 → 03/2022
  Pruco Securities Llc
  Greensboro, NC
• 07/2019 → 10/2021
  State Farm
  Greensboro, NC
• 12/2013 → 08/2019
  String & Splinter City Club
  High Point, NC
• 08/2018 → 01/2019
  Mr. Brown London
  High Point, NC
• 05/2017 → 05/2018
  Two Men And A Truck
  Greensboro, NC
• 01/2016 → 05/2017
  High Point University
  High Point, NC
• 10/2016 → 05/2017
  Feizy Rugs
  High Point, NC
• 04/2013 → 10/2016
  Wildwood Accents And Lamps
  High Point, NC
• 03/2022 → 04/2022
  State Farm
  Jamestown, NC
• 05/2022 → Present
  Fidelity Investments
  Hilton Head Island, SC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-06-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Hilton Head Island, SC
  Ponte Vedra Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-02-22

Other Names

• William Shisler
• Will Shisler