William James Parker

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

• 11/2014 → 07/2020
  Prudential Investment Management Services Llc
  Newark, NJ
• 10/2014 → 07/2020
  Quantitative Management Asscoiates
  Newark, NJ
• 10/2021 → Present
  Fidelity Investments
  Charlotte, NC
• 07/2020 → 10/2021
  Unemployed
  Charlotte, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Charlotte, NC
  Jacksonville, FL
• 2015-02-03 → 2020-07-22
  Pgim Quantitative Solutions
  Newark, NJ
  Charlotte, NC
  Newark, NJ
• 2003-01-03 → 2014-10-20
  Lord, Abbett & Co. Llc
  Jersey City, NJ
  Jersey City, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-12-20
• S63 Uniform Securities Agent State Law Examination
  2001-07-17

Other Names

• William James Parker
• William James Parker
• Bill James Parker
• William James Parker