William Gordon

CRD 4915312 · Fidelity Brokerage Services LLC · San Diego, CA

IA RegisteredBroker

Also appears in the source record as: Will Gordon; William Byrd Gordon

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 7Series 10Series 9Series 24Series 66
Registered states (6): California · Colorado · Massachusetts · Texas · Utah · Washington
Years in the industry (source record): 19
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: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (12)

From the source registration record · current first

Strategic Advisers LLCCurrent
San Diego, CA · IA capacity

start not retrieved → present
Fidelity Brokerage Services LLCCurrent
San Diego, CA · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
San Diego, CA · IA capacity

Jul 13, 2018 → Mar 31, 2025
Metlife Securities Inc.
Bellevue, WA · IA capacity

May 6, 2014 → Sep 11, 2015
Metlife Securities Inc.
Bellevue, WA · BC capacity

Apr 21, 2014 → Sep 11, 2015
John Hancock Advisers, LLC
Chattanooga, TN · IA capacity

Dec 8, 2008 → Dec 31, 2010
John Hancock Funds, LLC
Boston, MA · BC capacity

Nov 4, 2010 → Dec 22, 2010
John Hancock Distributors LLC
Boston, MA · BC capacity

Oct 20, 2006 → Dec 9, 2010
John Hancock Distributors LLC
Boston, MA · IA capacity

Oct 24, 2006 → Dec 31, 2006
Ameriprise Financial Services, Inc.
Rockville, MD · IA capacity

Jun 17, 2005 → Sep 12, 2006
Ameriprise Financial Services, Inc.
Rockville, MD · BC capacity

Jun 3, 2005 → Sep 12, 2006
Ids Life Insurance Company
Minneapolis, MN · BC capacity

Jun 3, 2005 → Jul 3, 2006

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 4915312 ↗ FINRA BrokerCheck record for CRD 4915312 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.