William Mclaughlin

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

• 01/2016 → 10/2017
  Pizza Hut
  San Antonio, TX
• 08/2016 → 05/2018
  Webster University
  San Antonio, TX
• 09/2017 → 01/2020
  Nylife Securities Llc
  San Antonio, TX
• 06/2017 → 01/2020
  New York Life Insurance Co.
  San Antonio, TX
• 03/2020 → 01/2023
  Income Solution Partners
  Boerne, TX
• 07/2022 → 01/2023
  B. Riley Wealth Management
  Boerne, TX
• 01/2023 → Present
  Fidelity Investments
  San Antonio, TX
• 12/2015 → 09/2017
  Uber
  San Antonio, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-03-13
• S63 Uniform Securities Agent State Law Examination
  2017-11-15

Other Names

• Bill T Mclaughlin
• William Thurman Mclaughlin
• William Mclaughlin