Amanda Patricia Williams

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

• 12/2021 → 10/2022
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 03/2006 → 12/2021
  Estee Lauder Companies
  New York, NY
• 05/2018 → 12/2020
  Southern New Hampshire University
  Manchester, NH
• 10/2022 → 02/2023
  Morgan Stanley
  Gilbert, AZ
• 02/2023 → 10/2023
  Morgan Stanley
  Tempe, AZ
• 10/2023 → Present
  Fidelity Investments
  Peoria, AZ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-10-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Peoria, AZ
• 2022-11-08 → 2023-08-14
  Morgan Stanley
  Gilbert, AZ
  Tempe, AZ
  Tempe, AZ
• 2022-03-30 → 2022-11-03
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-02-28

Other Names

• Amanda Patricia Messenger
• Amanda Patricia Owens
• Amanda Owens
• Amanda P Williams
• Amanda Williams