William J. Crost
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Joel Crost, who also goes by Bill Joel Crost, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1985. William had worked at 16 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 23, 2010 - January 20, 2016
STRATEGIC ADVISERS LLC
March 12, 2008 - January 7, 2016
FIDELITY BROKERAGE SERVICES LLC
May 9, 2007 - March 3, 2008
1ST GLOBAL CAPITAL CORP.
April 25, 2005 - November 17, 2006
FIFTH THIRD SECURITIES, INC.
January 1, 2000 - January 11, 2005
CHARLES SCHWAB & CO., INC.
August 24, 1992 - January 11, 2005
CHARLES SCHWAB & CO., INC.
April 10, 1992 - July 24, 1992
CAL FED INVESTMENTS
August 14, 1991 - April 14, 1992
MUTUAL SERVICE CORPORATION
November 26, 1990 - July 31, 1991
FORTH FINANCIAL SECURITIES, CORPORATION
May 25, 1990 - June 18, 1990
WALNUT STREET SECURITIES, INC.
November 19, 1989 - May 23, 1990
OSAIC WEALTH, INC.
May 8, 1989 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
May 10, 1988 - May 1, 1989
MML INVESTORS SERVICES, LLC
October 1, 1987 - May 26, 1988
SIGNATOR INVESTORS, INC.
May 12, 1987 - August 24, 1987
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
November 10, 1986 - December 5, 1986
VP DISTRIBUTORS LLC
April 30, 1985 - January 11, 1986
RONEY & CO. L.L.C.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 8
Date: 1/24/1995
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
