Rylee Garland 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

• 01/2022 → Present
  Fidelity Investments
  Greenville, NC
• 08/2017 → 12/2021
  East Carolina University
  Greenville, NC
• 10/2020 → 05/2021
  Atlantic Wireless
  Greenville, NC
• 05/2021 → 08/2021
  Barons Pub
  Suffolk, VA
• 01/2020 → 10/2020
  Basil'S
  Greenville, NC
• 05/2019 → 08/2019
  Amicis
  Portsmouth, VA
• 05/2016 → 05/2017
  Amicis
  Suffolk, VA
• 11/2021 → 03/2022
  Uber
  Greenville, NC
• 08/2011 → 05/2017
  Isle Of Wight Academy
  Isle Of Wight, VA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-06-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-05-27