William Cunningham

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NC RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Raleigh, NC • United States

4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859 • 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

Organization	City	State	From	To
Onfrontiers	New York	NY	02/2023	10/2023
Fidelity Investments	Durham	NC	11/2023	Present
William Peace Unive	Raleigh	NC	08/2015	05/2017
Eliassen Group	Massachusetts	MA	06/2017	03/2020
Pendo	North Carolina	NC	03/2020	02/2022
La-Z-Boy Furniture	North Carolina	NC	05/2016	05/2017
Crowdstrike	Texas	TX	10/2022	01/2023
Twilio	California	CA	02/2022	10/2022
Fidelity Investments	Boston	MA	03/2025	Present

02/2023 → 10/2023

Onfrontiers

New York, NY
11/2023 → Present

Fidelity Investments

Durham, NC
08/2015 → 05/2017

William Peace Unive

Raleigh, NC
06/2017 → 03/2020

Eliassen Group

Massachusetts, MA
03/2020 → 02/2022

Pendo

North Carolina, NC
05/2016 → 05/2017

La-Z-Boy Furniture

North Carolina, NC
10/2022 → 01/2023

Crowdstrike

Texas, TX
02/2022 → 10/2022

Twilio

California, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-04-05 → 2025-03-31

Fidelity Personal And Workplace Advisors

Durham, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-02-20

S66 Uniform Combined State Law Examination

2024-02-20

View on SEC IAPD

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