William Trevor England

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

• 01/2023 → Present
  Fidelity Investments
  Greenwood Village, CO
• 10/2021 → 01/2023
  Johnson Controls Inc
  Aurora, CO
• 01/2021 → 10/2021
  Johnson Controls Inc
  Aurora, CO
• 01/2019 → 01/2021
  Johnson Controls Inc
  Aurora, CO
• 05/2018 → 01/2019
  Johnson Controls Inc
  Aurora, CO
• 10/2016 → 04/2018
  24-7Intouch Inc
  Aurora, CO
• 04/2016 → 10/2016
  24-7Intouch Inc
  Aurora, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-09-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Other Businesses

OBA-127833|OrgNmn:Amazon|Org Addr:Commerce C,Colorado,US|OBA Nature:Shipping & Logistics|Invst Rel:N|Title:Sortation Specialist|Duties:Sort & handle small packages in the warehouse.|StrtDt:03-01-26|TotHrs/mon:32|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-09-06

Other Names

• William Trevor England
• William T England