William B Giesen

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

• 03/2004 → Present
  Fidelity Investments Institutional Services Company, Inc.
  Marlborough, MA
• 01/2008 → Present
  Fidelity Brokerage Services Llc
  Marlborough, MA
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Midlothian, VA
  Smithfield, RI
• 2012-11-13 → 2018-07-15
  Strategic Advisers Llc
  Cambridge, MA
  Victor, NY
  Midlothian, VA
  King Of Prussia, PA
• 2004-07-16 → 2007-12-18
  Fidelity Distributors Company Llc
  Marlborough, MA
  Marlborough, MA
  Marlborough, MA
• 2003-01-17 → 2004-03-03
  Metlife Investment Fund Services Llc
  Columbia, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-11-12
• S63 Uniform Securities Agent State Law Examination
  1999-04-09

Other Names

• William Brian Giesen