Best Investors Account Sign in

William Watters

Strategic Advisers LLC

Arlington, VA

Washington, DC

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-02-17
VA RA APPROVED 2026-02-10
TX RA APPROVED 2025-03-31
  • DC RA
    APPROVED
    Since 2026-02-17
  • VA RA
    APPROVED
    Since 2026-02-10
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Arlington, VA • United States

1900 K St Nw Stes 110 & 1175, Washington, DC 20006-1110 • 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
Subway Oxford MA 04/2019 06/2019
Unemployed Isle Of Palms SC 11/2023 01/2024
Western And Southern Life Daniel Island SC 01/2024 07/2024
Unemployed Charleston SC 06/2019 04/2020
Unemployed Isle Of Palms SC 09/2022 01/2023
Church And Union Charleston SC 01/2023 08/2023
W&S Brokerage Services, Inc. Daniel Island SC 04/2024 07/2024
Unemployed Auburn MA 04/2014 04/2017
Bed Bath And Beyond Auburn MA 04/2017 06/2017
State Farm West Ashley SC 08/2023 11/2023
O-Ku Charleston SC 01/2021 12/2021
Unemployed Charleston SC 07/2020 01/2021
Unemployed Auburn MA 06/2017 04/2019
Unemployed Charleston SC 12/2021 05/2022
Fidelity Investments Durham NC 07/2024 Present
Fuji Sushi Charleston SC 05/2022 09/2022
Home Depot Auburn MA 04/2020 07/2020
Fidelity Investments Boston MA 03/2025 Present
  • 04/2019 → 06/2019
    Subway
    Oxford, MA
  • 11/2023 → 01/2024
    Unemployed
    Isle Of Palms, SC
  • 01/2024 → 07/2024
    Western And Southern Life
    Daniel Island, SC
  • 06/2019 → 04/2020
    Unemployed
    Charleston, SC
  • 09/2022 → 01/2023
    Unemployed
    Isle Of Palms, SC
  • 01/2023 → 08/2023
    Church And Union
    Charleston, SC
  • 04/2024 → 07/2024
    W&S Brokerage Services, Inc.
    Daniel Island, SC
  • 04/2014 → 04/2017
    Unemployed
    Auburn, MA
  • 04/2017 → 06/2017
    Bed Bath And Beyond
    Auburn, MA
  • 08/2023 → 11/2023
    State Farm
    West Ashley, SC
  • 01/2021 → 12/2021
    O-Ku
    Charleston, SC
  • 07/2020 → 01/2021
    Unemployed
    Charleston, SC
  • 06/2017 → 04/2019
    Unemployed
    Auburn, MA
  • 12/2021 → 05/2022
    Unemployed
    Charleston, SC
  • 07/2024 → Present
    Fidelity Investments
    Durham, NC
  • 05/2022 → 09/2022
    Fuji Sushi
    Charleston, SC
  • 04/2020 → 07/2020
    Home Depot
    Auburn, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-06
  • S66 Uniform Combined State Law Examination
    2024-07-06
Other Names
  • William Watters
  • William James Watters

View on SEC IAPD

More in Arlington, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor