William H. Reagan
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 Henry Reagan, who also goes by William Henry Reagan II, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1986. William had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 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
June 9, 2016 - December 13, 2017
STRATEGIC ADVISERS LLC
May 18, 2016 - December 13, 2017
FIDELITY BROKERAGE SERVICES LLC
July 18, 2014 - April 20, 2016
CALAMOS WEALTH MANAGEMENT LLC
December 17, 2012 - July 18, 2014
CALAMOS ADVISORS LLC
November 19, 2007 - December 12, 2012
CALAMOS WEALTH MANAGEMENT LLC
April 26, 2006 - October 17, 2007
CALAMOS ADVISORS LLC
April 26, 2006 - April 20, 2016
CALAMOS FINANCIAL SERVICES LLC
July 18, 2005 - May 10, 2006
STRATEGIC ADVISERS LLC
July 17, 2003 - May 10, 2006
FIDELITY BROKERAGE SERVICES LLC
February 7, 2001 - May 15, 2003
CITIGROUP GLOBAL MARKETS INC.
October 9, 1993 - August 24, 2000
FIDELITY BROKERAGE SERVICES LLC
January 21, 1992 - October 13, 1993
LINCOLN FINANCIAL DISTRIBUTORS, INC.
December 16, 1989 - December 31, 1991
LPL FINANCIAL LLC
December 7, 1989 - December 16, 1989
LINSCO FINANCIAL GROUP, INC.
August 21, 1986 - December 15, 1989
MORGAN STANLEY DW INC.
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: 7/31/1995
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.
