William Harrison Schumacher

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

• 05/2015 → 08/2021
  Exchange Pool
  North Carolina, NC
• 12/2019 → 01/2020
  Hickory Tavern
  North Carolina, NC
• 05/2022 → 07/2022
  Philmont Scout Ranch
  North Carolina, NC
• 05/2023 → 12/2023
  Enterprise Rent A Car
  North Carolina, NC
• 08/2020 → 11/2023
  Student Recreation Center Unc Asheville
  North Carolina, NC
• 12/2020 → 01/2021
  Which Which
  North Carolina, NC
• 01/2024 → Present
  Fidelity Investments
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-07-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Morrisville, NC
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-05-21

Other Names

• William H Schumacher
• William Schumacher