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William Haggett

Strategic Advisers LLC

Stoneham, MA

Burlington, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Stoneham, MA • United States

44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • 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
Td Ameritrade Burlington MA 02/2017 05/2018
Td Bank Belmont MA 10/2015 02/2017
Td Ameritrade Latham NY 05/2018 11/2020
Fidelity Investments Albany NY 02/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2017 → 05/2018
    Td Ameritrade
    Burlington, MA
  • 10/2015 → 02/2017
    Td Bank
    Belmont, MA
  • 05/2018 → 11/2020
    Td Ameritrade
    Latham, NY
  • 02/2021 → Present
    Fidelity Investments
    Albany, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Albany, NY
  • 2017-07-31 → 2020-12-17
    Td Ameritrade, Inc.
    Burlington, MA
    Albany, NY
  • 2017-07-31 → 2020-12-17
    Td Ameritrade Investment Management, Llc
    Latham, NY
    Burlington, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-24
  • S66 Uniform Combined State Law Examination
    2017-07-24
Designations
Other Names
  • William D Haggett
  • William Haggett

View on SEC IAPD

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