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Mark Andrew Williams

Strategic Advisers LLC

Spring Hill, TN

CRD 7703733

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Spring Hill, TN • 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
Fidelity Investments Jacksonville FL 02/2023 Present
Amazon Jacksonville FL 08/2020 02/2023
Unemployed Goodlettsville TN 03/2020 07/2020
Red Lobster Murfreesboro TN 01/2012 02/2020
Fidelity Investments Boston MA 03/2025 Present
  • 02/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 08/2020 → 02/2023
    Amazon
    Jacksonville, FL
  • 03/2020 → 07/2020
    Unemployed
    Goodlettsville, TN
  • 01/2012 → 02/2020
    Red Lobster
    Murfreesboro, TN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
    Nashville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-16
S63 Uniform Securities Agent State Law Examination 2023-06-06
  • S66 Uniform Combined State Law Examination
    2024-02-16
  • S63 Uniform Securities Agent State Law Examination
    2023-06-06

View on SEC IAPD

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