Best Investors Account Sign in

William John Connolly

Strategic Advisers LLC

Wantagh, NY

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Wantagh, NY • 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
Keybanc Capital Markets Inc New York NY 07/2013 08/2020
Fidelity Investments Merrimack NH 08/2021 Present
Vacation New York NY 08/2020 08/2021
Fidelity Investments Boston MA 03/2025 Present
  • 07/2013 → 08/2020
    Keybanc Capital Markets Inc
    New York, NY
  • 08/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2020 → 08/2021
    Vacation
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Wantagh, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-08
S63 Uniform Securities Agent State Law Examination 1988-01-12
  • S66 Uniform Combined State Law Examination
    2021-12-08
  • S63 Uniform Securities Agent State Law Examination
    1988-01-12
Other Names
  • William John Connolly
  • William John Connolly
  • William J Connolly
  • William John Connolly
  • William Connolly

View on SEC IAPD

More in Wantagh, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor