William Raney

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

• 05/2020 → 08/2020
  Home Depot
  Pittsburg, KS
• 05/2023 → 08/2023
  First Command Brokerage Services Inc
  Fort Worth, TX
• 05/2017 → 08/2017
  Dustrol
  Townada, KS
• 03/2024 → 08/2024
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 08/2023 → 02/2024
  First Command Advisory Services
  Fort Worth, TX
• 03/2024 → 08/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2024 → Present
  Fidelity Investments
  Kansas City, KS
• 08/2018 → 05/2023
  Pittsburg State University
  Pittsburg, KS
• 05/2022 → 11/2022
  Forterra Pipe And Precast
  Bonner Springs, KS
• 06/2013 → 05/2017
  Newsome Highschool
  Lithia, FL
• 08/2023 → 02/2024
  First Command Brokerage Services
  Fort Worth, TX
• 08/2017 → 08/2018
  Butler Community College
  El Dorado, KS
• 08/2023 → 02/2024
  First Command Insurance Services
  Fort Worth, TX
• 01/2023 → 05/2023
  Prg Prototyping
  Pittsburg, KS
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-03-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Lansing, KS
• 2024-03-05 → 2024-10-12
  Cambridge Investment Research Advisors, Inc.
  Overland Park, KS
• 2023-09-19 → 2024-02-21
  First Command Advisory Services
  Leavenworth, KS
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-08-10

Other Names

• William Lee Raney