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Julia Williams

Strategic Advisers LLC

Brookhaven, PA

Greenville, DE

CRD 7595091

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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2026-01-14
PA RA APPROVED 2026-01-14
TX RA APPROVED 2026-01-14
  • DE RA
    APPROVED
    Since 2026-01-14
  • PA RA
    APPROVED
    Since 2026-01-14
  • TX RA
    APPROVED
    Since 2026-01-14

Branch Locations

Brookhaven, PA • United States

4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Jeddah 06/2020 10/2020
International Technical College Al Ahsa 04/2016 12/2019
International Technical College Jeddah 01/2020 05/2020
Fidelity Investments Greenville DE 08/2025 Present
Wells Fargo Clearing Services, Llc Exton PA 07/2024 07/2025
Unemployed Narberth PA 05/2022 08/2022
Wall Street English Riyadh 01/2021 04/2022
Wells Fargo Bank, Na Exton PA 07/2024 07/2025
The Vanguard Group, Inc. Malvern PA 08/2022 06/2024
Wall Street English Jeddah 11/2020 01/2021
  • 06/2020 → 10/2020
    Unemployed
    Jeddah
  • 04/2016 → 12/2019
    International Technical College
    Al Ahsa
  • 01/2020 → 05/2020
    International Technical College
    Jeddah
  • 08/2025 → Present
    Fidelity Investments
    Greenville, DE
  • 07/2024 → 07/2025
    Wells Fargo Clearing Services, Llc
    Exton, PA
  • 05/2022 → 08/2022
    Unemployed
    Narberth, PA
  • 01/2021 → 04/2022
    Wall Street English
    Riyadh
  • 07/2024 → 07/2025
    Wells Fargo Bank, Na
    Exton, PA
  • 08/2022 → 06/2024
    The Vanguard Group, Inc.
    Malvern, PA
  • 11/2020 → 01/2021
    Wall Street English
    Jeddah
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-13
S63 Uniform Securities Agent State Law Examination 2022-10-25
  • S66 Uniform Combined State Law Examination
    2026-01-13
  • S63 Uniform Securities Agent State Law Examination
    2022-10-25
Other Names
  • Julia Williams
  • Julia Coplan Williams

View on SEC IAPD

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