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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1075 Northern Blvd, Roslyn, NY 11576-1681 • United States

East Norwich, NY • 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
Td Ameritrade, Inc. Garden City NY 06/2011 05/2019
Fidelity Brokerage Services Llc King Of Prussia PA 05/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2011 → 05/2019
    Td Ameritrade, Inc.
    Garden City, NY
  • 05/2019 → Present
    Fidelity Brokerage Services Llc
    King Of Prussia, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-06-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
  • 2011-06-17 → 2019-05-08
    Td Ameritrade, Inc.
    Port Washington, NY
    Garden City, NY
  • 2011-06-17 → 2019-05-08
    Td Ameritrade Investment Management, Llc
    Garden City, NY
  • 2009-05-14 → 2011-06-13
    Scotia, NY
    Scotia, NY
    Scotia, NY
  • 2007-03-19 → 2009-02-09
    Banc Of America Investment Services, Inc.
    Melville, NY
  • 2006-03-22 → 2007-03-19
    Citicorp Investment Services
    Long Island City, NY
    Long Island City, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-03-20
S63 Uniform Securities Agent State Law Examination 1986-10-17
  • S65 Uniform Investment Adviser Law Examination
    2006-03-20
  • S63 Uniform Securities Agent State Law Examination
    1986-10-17
Designations
Other Names
  • William Robert Bellow
  • William R Bellow

View on SEC IAPD

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