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William Stewart Mechling

Strategic Advisers LLC

Salt Lake City, UT

Park City, UT

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

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Park City, UT • 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
Access Distribution Partners, Llc Park City UT 02/2013 03/2017
Foreside Fund Services, Llc Park City UT 03/2013 03/2017
Wells Fargo Clearing Services, Llc Salt Lake City UT 03/2018 12/2018
Wells Fargo Bank Salt Lake City UT 03/2018 12/2018
Deer Valley Resort Park City UT 11/2016 01/2019
Fidelity Brokerage Services Llc Salt Lake City UT 01/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2013 → 03/2017
    Access Distribution Partners, Llc
    Park City, UT
  • 03/2013 → 03/2017
    Foreside Fund Services, Llc
    Park City, UT
  • 03/2018 → 12/2018
    Wells Fargo Clearing Services, Llc
    Salt Lake City, UT
  • 03/2018 → 12/2018
    Wells Fargo Bank
    Salt Lake City, UT
  • 11/2016 → 01/2019
    Deer Valley Resort
    Park City, UT
  • 01/2019 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-04-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-12163|OrgNmn:Alterra|Org Addr:Park City,Utah,US|OBA Nature:Ski resort business. Locally, |Invst Rel:N|Title:Mountain Venue Specialist|Duties:Ski race coaching, snow removal.|StrtDt:10-21-17|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-25
S63 Uniform Securities Agent State Law Examination 1994-02-10
  • S66 Uniform Combined State Law Examination
    2019-03-25
  • S63 Uniform Securities Agent State Law Examination
    1994-02-10
Other Names
  • William Mechling
  • Bill Mechling
  • William Stewart Mechling

View on SEC IAPD

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LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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