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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Boston, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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 Merrimack NH 06/2024 Present
Unemployed/Full-Time Student Marlborough MA 03/2020 06/2020
City Of Marlborough Housing Department Marlborough MA 06/2019 09/2019
Charter Oak Country Club Marlborough MA 08/2019 11/2019
Lake Boone Ice Company Hudson MA 06/2022 08/2022
University Of Massachusetts Amherst Amherst MA 08/2022 10/2022
U-Haul Moving And Storage Southborough MA 05/2021 09/2021
Stonewall Solutions Marlborough MA 05/2024 06/2024
University Of Massachusetts Amherst Amherst MA 12/2022 06/2023
The Port Restaurant And Bar Harwich MA 06/2023 08/2023
Assumption University Worcester MA 08/2020 05/2021
Forekicks Marlborough MA 10/2016 03/2020
University Of Massachusetts Amherst Amherst MA 08/2023 04/2024
Alku: Specialized Staffing And Recruiting Agency Amherst MA 10/2022 12/2022
University Of Massachusetts Amherst Amherst MA 09/2021 06/2022
Camp Sewataro Sudbury MA 06/2020 08/2020
Unemployed/Full-Time Student Marlborough MA 04/2014 10/2016
Fidelity Investments Boston MA 03/2025 Present
  • 06/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2020 → 06/2020
    Unemployed/Full-Time Student
    Marlborough, MA
  • 06/2019 → 09/2019
    City Of Marlborough Housing Department
    Marlborough, MA
  • 08/2019 → 11/2019
    Charter Oak Country Club
    Marlborough, MA
  • 06/2022 → 08/2022
    Lake Boone Ice Company
    Hudson, MA
  • 08/2022 → 10/2022
    University Of Massachusetts Amherst
    Amherst, MA
  • 05/2021 → 09/2021
    U-Haul Moving And Storage
    Southborough, MA
  • 05/2024 → 06/2024
    Stonewall Solutions
    Marlborough, MA
  • 12/2022 → 06/2023
    University Of Massachusetts Amherst
    Amherst, MA
  • 06/2023 → 08/2023
    The Port Restaurant And Bar
    Harwich, MA
  • 08/2020 → 05/2021
    Assumption University
    Worcester, MA
  • 10/2016 → 03/2020
    Forekicks
    Marlborough, MA
  • 08/2023 → 04/2024
    University Of Massachusetts Amherst
    Amherst, MA
  • 10/2022 → 12/2022
    Alku: Specialized Staffing And Recruiting Agency
    Amherst, MA
  • 09/2021 → 06/2022
    University Of Massachusetts Amherst
    Amherst, MA
  • 06/2020 → 08/2020
    Camp Sewataro
    Sudbury, MA
  • 04/2014 → 10/2016
    Unemployed/Full-Time Student
    Marlborough, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-27
  • S66 Uniform Combined State Law Examination
    2024-11-27
Other Names
  • William L Fantasia
  • Will Fantasia
  • William Fantasia

View on SEC IAPD

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