Hezekiah Willard

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

• 12/2020 → 02/2021
  Unemployed
  Vancouver , WA
• 05/2021 → 07/2021
  Walmart
  Battleground, WA
• 06/2025 → 05/2026
  Keybank
  Columbus, OH
• 07/2021 → 10/2021
  Unemployed
  True Blue
• 07/2018 → 12/2020
  Washington State University
  Pullman, WA
• 01/2018 → 08/2019
  Washington State University
  Pullman, WA
• 06/2026 → Present
  Fidelity Investments
  Smithfield, RI
• 05/2025 → 07/2025
  Starbucks
  Columbus, OH
• 02/2021 → 05/2021
  Bao Brewhouse
  Denver, CO
• 08/2016 → 01/2018
  Washington State University
  Pullman, WA
• 10/2021 → 03/2023
  Eastern Washington University
  True Blue
• 03/2023 → 12/2024
  Unemployed
  True Blue
• 01/2025 → 05/2025
  Unemployed
  Columbus, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-03-20
• S65 Uniform Investment Adviser Law Examination
  2026-02-02