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William Matthew Harkey

Strategic Advisers LLC

Reno, NV

Reno, NV

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NV RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

5520 Kietzke Ln Suite 100, Reno, NV 89511-3040 • United States

Reno, NV • 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
Edward Jones St Louis MO 10/2017 04/2019
Converse Sparks NV 01/2013 10/2017
Fidelity Reno NV 05/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2017 → 04/2019
    Edward Jones
    St Louis, MO
  • 01/2013 → 10/2017
    Converse
    Sparks, NV
  • 05/2019 → Present
    Fidelity
    Reno, NV
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-06-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Reno, NV
  • 2018-02-06 → 2019-04-17
    Edward Jones
    Reno, NV
    St Louis, MO
    Reno, NV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-22
  • S66 Uniform Combined State Law Examination
    2018-01-22
Other Names
  • William Matthew Harkey
  • William Harkey
  • Wiliam Harkey

View on SEC IAPD

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JAMES WARREN FRIEDLAN
SUNTALEE KOOZER
MITCHELL J MOUNTAIN
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Jared D Marchegger

Other Offices

MORGAN STANLEY · Reno, NV
EDWARD JONES · RENO, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RENO, NV
BENJAMIN F. EDWARDS & COMPANY, INC. · Reno, NV
LPL FINANCIAL LLC · RENO, NV
GW FINANCIAL · RENO, NV
TREO VENTURES, LLC · RENO, NV
ELEVAGE PARTNERS, LLC · RENO, NV

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