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William Caldwell

Strategic Advisers LLC

Plano, TX

Plano, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Plano, TX • United States

5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • 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
Fidelity Investments Westlake TX 07/2022 Present
Unemployed Corinth TX 03/2022 07/2022
Pennymac Plano TX 11/2021 03/2022
Nationstar Mortgage Llc Dba Mr. Cooper Lewisville TX 02/2020 11/2021
Stephen F. Austin Nacogdoches TX 09/2019 01/2020
Elliott Electric Supply Dallas TX 06/2019 08/2019
Stephen F. Austin Nacogdoches TX 01/2019 05/2019
Petsense Nacogdoches TX 09/2018 12/2018
City Of Lewisville Parks And Rec Lewisville TX 06/2018 08/2018
Stephen F. Austin Nacogdoches TX 01/2018 05/2018
Lowes Nacogdoches TX 09/2017 12/2017
City Of Lewisville Jail Lewisville TX 12/2015 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2022 → 07/2022
    Unemployed
    Corinth, TX
  • 11/2021 → 03/2022
    Pennymac
    Plano, TX
  • 02/2020 → 11/2021
    Nationstar Mortgage Llc Dba Mr. Cooper
    Lewisville, TX
  • 09/2019 → 01/2020
    Stephen F. Austin
    Nacogdoches, TX
  • 06/2019 → 08/2019
    Elliott Electric Supply
    Dallas, TX
  • 01/2019 → 05/2019
    Stephen F. Austin
    Nacogdoches, TX
  • 09/2018 → 12/2018
    Petsense
    Nacogdoches, TX
  • 06/2018 → 08/2018
    City Of Lewisville Parks And Rec
    Lewisville, TX
  • 01/2018 → 05/2018
    Stephen F. Austin
    Nacogdoches, TX
  • 09/2017 → 12/2017
    Lowes
    Nacogdoches, TX
  • 12/2015 → 08/2017
    City Of Lewisville Jail
    Lewisville, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-17
  • S66 Uniform Combined State Law Examination
    2023-03-17
Other Names
  • William Preston Caldwell
  • William Caldwell

View on SEC IAPD

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