William R. Bellow
Professional summary
William Robert Bellow, CFP®, who also goes by William R Bellow, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in East Norwich, New York and FIDELITY BROKERAGE SERVICES LLC located in Roslyn, New York.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. William has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 9, Series 10, Series 8, Series 24 and Series 26 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Robert Bellow's CRS (Customer Relationship Summary).
Certified licenses
Education
SUNY College at Brockport
Bachelor of Business Administration - Finance
1985
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1075 Northern Blvd, Roslyn, NY 11576-1681May 21, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1075 Northern Blvd, Roslyn, NY 11576June 28, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
June 17, 2011 - May 8, 2019
TD AMERITRADE, INC.
June 17, 2011 - May 8, 2019
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
June 17, 2011 - May 8, 2019
TD AMERITRADE, INC.
May 14, 2009 - June 13, 2011
NATIONWIDE SECURITIES, LLC
May 14, 2009 - June 13, 2011
NATIONWIDE SECURITIES, LLC
March 31, 2009 - April 29, 2009
MML INVESTORS SERVICES, LLC
March 19, 2007 - February 9, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
March 19, 2007 - February 9, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
March 22, 2006 - March 19, 2007
CITICORP INVESTMENT SERVICES
November 17, 1999 - March 19, 2007
CITICORP INVESTMENT SERVICES
January 1, 1987 - November 1, 1999
BNY MELLON SECURITIES CORPORATION
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
(9/12/2023)
(8/29/2022)
(8/29/2022)
(5/21/2019)
(8/29/2022)
(8/29/2022)
(8/29/2022)
(9/25/2023)
(8/22/2022)
(8/29/2022)
(8/29/2022)
(1/7/2022)
(8/29/2022)
(4/25/2024)
(1/9/2023)
(5/16/2022)
(5/21/2019)
(3/31/2025)
(5/21/2019)
(3/31/2025)
(8/29/2022)
(10/18/2023)
(9/12/2023)
(5/21/2019)
(10/5/2022)
(1/7/2022)
(3/31/2025)
(1/7/2022)
(5/16/2022)
Exams
Series 8
Date: 6/9/1997
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
New York Stock Exchange
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.
Company Information
STRATEGIC ADVISERS LLC
VP, Branch LeaderCRD#: 104555East Norwich, NYTRUST BUT VERIFY
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