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William A. Florio

Strategic Advisers LLC

Cranston, RI

Smithfield, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Cranston, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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 Smithfield RI 10/2023 Present
Age Of Learning Glendale CA 08/2018 10/2023
Voxx Studios Glendale CA 03/2018 08/2018
Sdi Media Los Angeles CA 01/2017 03/2018
Henson Recording Studios Los Angeles CA 08/2016 01/2017
Crosscountry Mortgage Carlsbad CA 04/2021 04/2022
Small Town Dicks Podcast Los Angeles CA 01/2017 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 10/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 08/2018 → 10/2023
    Age Of Learning
    Glendale, CA
  • 03/2018 → 08/2018
    Voxx Studios
    Glendale, CA
  • 01/2017 → 03/2018
    Sdi Media
    Los Angeles, CA
  • 08/2016 → 01/2017
    Henson Recording Studios
    Los Angeles, CA
  • 04/2021 → 04/2022
    Crosscountry Mortgage
    Carlsbad, CA
  • 01/2017 → 05/2017
    Small Town Dicks Podcast
    Los Angeles, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cranston, RI
    Smithfield, RI
Other Businesses

OBA-103683|OrgNmn:Billy Florio|Org Addr:Cranston,Rhode Isla,US|OBA Nature:Freelance Audio Engineering|Invst Rel:N|Title:Independent Contractor|Duties:Record music/voice over, edit music/voice over, mix audio for music, film and tv, sound design for games|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-01
S63 Uniform Securities Agent State Law Examination 2024-01-24
  • S66 Uniform Combined State Law Examination
    2024-10-01
  • S63 Uniform Securities Agent State Law Examination
    2024-01-24
Other Names
  • Billy Arthur Florio
  • William Florio
  • William Arthur Florio

View on SEC IAPD

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