William P. Smith
Financial advisor at Strategic Advisers LLC · Westlake, TX
Last updated 2026-10-10
Claim your profileWilliam P. Smith is a financial advisor at Strategic Advisers LLC in Westlake, TX, CRD 5326617. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2016-05-24.
Registration
- CRD number
- 5326617
- Registration status
- Active
- IAPD registration
- 2016-05-24
- Industry Experience
- 10 years
- Work Experience
- 15 years
- States registered
- TX
Licenses and exams
- Series 63
- Series 66
Work history
- 2011-03 to Present · Fidelity Brokerage Services LLC · Westlake, TX
- 2018-07 to Present · Fidelity Personal and Workplace Advisors · Boston, MA
- 2025-03 to Present · Fidelity Investments · Boston, MA
Current employment
- Strategic Advisers LLC · Boston, MA
Strategic Advisers LLC
- Regulatory AUM
- $1,370,125,325,211
- Registered advisors
- 17,023
- Offices
- 3,513
- Clients per advisor
- 141.1 (High)
- Average AUM per client
- $570.5K (Low)
- High-net-worth client ratio
- 30.7% (Moderate)
Strategic Advisers LLC: advisors, services and reported ETF investments
About
William P. Smith is a financial advisor at Strategic Advisers LLC in Westlake, TX. Reported securities licenses include Series 63 and Series 66. The latest record indicates 10 years of industry experience and 15 years of reported work history. Reported roles include Fidelity Investments, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC.
Strategic Advisers LLC's firm-level Form ADV reports 17,023 advisors across 3,513 offices; approximately 141.1 clients per advisor, average assets per client of $570,466, and regulatory AUM of $1.4T; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
What this firm offers
Filed by Strategic Advisers LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
One Destiny Way, Westlake, TX 76262-8103
977 advisors at this office.
Contact
The firm's filed contact details.
Official record
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