William Randall Thatcher

CRD 2783896 · Strategic Advisers LLC · Phoenix, AZ

IA RegisteredBroker

Also appears in the source record as: Bill Thatcher; William Randall Thatcher Mr

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 63SIESeries 7Series 3
Registered states (52): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 30
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Strategic Advisers LLC
Firm CRD: 104555
SEC number: 801-13243
Assets under management: $1.4T as of Mar 30, 2026
Website: www.linkedin.com/showcase/womentalkmoney ↗
Phone: 617-563-7000
Firm location: Boston, MA, 02210-2698

Employment history (8)

From the source registration record · current first

Strategic Advisers LLCCurrent
Phoenix, AZ · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Phoenix, AZ · BD capacity

Nov 18, 2022 → present
Fidelity Personal And Workplace Advisors
IA capacity

Oct 19, 2023 → Mar 31, 2025
Charles Schwab & Co., Inc.
BD capacity

Jan 10, 2014 → May 26, 2016
Schwab Private Client Investment Advisory, Inc.
IA capacity

Dec 13, 2013 → May 26, 2016
Hammond Associates
IA capacity

Oct 5, 2006 → Mar 30, 2011
Commonfund Securities, Inc.
BD capacity

Sep 15, 1998 → Sep 13, 2006
Interfirst Capital Corporation
BD capacity

Aug 29, 1996 → Jan 20, 1997

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2783896 ↗ FINRA BrokerCheck record for CRD 2783896 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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