William V. Hayne

STRATEGIC ADVISERS LLC

HOPKINTON, NH

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CRD#: 1713623

Professional summary

William V Hayne, CIMA®, who also goes by Bill Hayne, William VIncent Hayne, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Hopkinton, New Hampshire and FIDELITY BROKERAGE SERVICES LLC located in Merrimack, New Hampshire.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. William has worked at 16 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Hayne | William Vincent Hayne

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William V Hayne's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CIMA^®

Certified Investment Management Analyst

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: Two Contra Way, Merrimack, NH 03054

RIA

CRD#: 104555

HOPKINTON, NH

Current

July 29, 2014 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: Two Contra Way, Merrimack, NH 03054

CRD#: 7784

Merrimack, NH

Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

MERRIMACK, NH

Past

August 4, 2014 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MERRIMACK, NH

Past

March 22, 2013 - July 1, 2014

IPI WEALTH MANAGEMENT, INC.

RIA

CRD#: 111872

PARKER, CO

Past

June 1, 2011 - July 1, 2014

INVESTMENT PLANNERS, INC.

CRD#: 18557

DECATUR, IL

Past

April 4, 2011 - June 3, 2011

MSC - BD, LLC

CRD#: 142927

LAKE OSWEGO, OR

Past

June 23, 2010 - March 24, 2011

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

LAKEWOOD, CO

Past

June 22, 2010 - March 24, 2011

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

LAKEWOOD, CO

Past

October 6, 2009 - June 23, 2010

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

ENGLEWOOD, CO

Past

August 31, 2009 - June 23, 2010

PRUCO SECURITIES, LLC.

CRD#: 5685

ENGLEWOOD, CO

Past

July 20, 2005 - February 17, 2009

NORTHERN TRUST SECURITIES, INC.

RIA

CRD#: 7927

CHICAGO, IL

Past

July 20, 2005 - February 17, 2009

NORTHERN TRUST SECURITIES, INC.

CRD#: 7927

CHICAGO, IL

Past

April 16, 2003 - April 11, 2005

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

RIA

CRD#: 109591

PARSIPPANY, NJ

Past

April 16, 2003 - April 11, 2005

NYLIFE DISTRIBUTORS LLC

CRD#: 35350

JERSEY CITY, NJ

Past

January 19, 2001 - April 11, 2002

PGIM INVESTMENTS LLC

RIA

CRD#: 105670

JACKSONVILLE, FL

Past

January 1, 1999 - April 10, 2002

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Past

October 30, 1996 - January 27, 1999

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

July 14, 1992 - September 17, 1996

DEAM INVESTOR SERVICES, INC.

CRD#: 754

NEW YORK, NY

Past

January 24, 1991 - February 10, 1992

THE BENHAM GROUP

CRD#: 18784

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(7/29/2014)

Alaska
(7/29/2014)

Arizona
(7/29/2014)

Arkansas
(7/29/2014)

California
(7/29/2014)

Colorado
(7/29/2014)

Connecticut
(7/29/2014)

Delaware
(7/29/2014)

District of Columbia
(7/29/2014)

Florida
(7/29/2014)

Georgia
(7/29/2014)

Hawaii
(7/29/2014)

Idaho
(7/29/2014)

Illinois
(7/29/2014)

Indiana
(7/29/2014)

Iowa
(7/29/2014)

Kansas
(7/29/2014)

Kentucky
(7/29/2014)

Louisiana
(7/29/2014)

Maine
(7/29/2014)

Maryland
(7/29/2014)

Massachusetts
(7/29/2014)

Michigan
(7/29/2014)

Minnesota
(7/29/2014)

Mississippi
(7/29/2014)

Missouri
(7/29/2014)

Montana
(7/29/2014)

Nebraska
(7/29/2014)

Nevada
(7/29/2014)

New Hampshire
(7/29/2014)

IAR

New Hampshire
(3/31/2025)

New Jersey
(7/29/2014)

New Mexico
(7/29/2014)

New York
(7/29/2014)

North Carolina
(7/29/2014)

North Dakota
(7/29/2014)

Ohio
(7/29/2014)

Oklahoma
(7/29/2014)

Oregon
(7/29/2014)

Pennsylvania
(7/29/2014)

Puerto Rico
(7/29/2014)

Rhode Island
(7/29/2014)

South Carolina
(7/29/2014)

South Dakota
(7/29/2014)

Tennessee
(7/29/2014)

Texas
(7/29/2014)

IAR

Texas
(3/31/2025)

Utah
(7/29/2014)

Vermont
(7/29/2014)

Virginia
(7/29/2014)

Washington
(7/29/2014)

West Virginia
(7/29/2014)

Wisconsin
(7/29/2014)

Wyoming
(7/29/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/12/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/22/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/18/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/22/1991

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

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	Cover Page	Report

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

William V. Hayne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William V Hayne's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

IPI WEALTH MANAGEMENT, INC.

INVESTMENT PLANNERS, INC.

MSC - BD, LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

NORTHERN TRUST SECURITIES, INC.

NORTHERN TRUST SECURITIES, INC.

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

NYLIFE DISTRIBUTORS LLC

PGIM INVESTMENTS LLC

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

PRUDENTIAL EQUITY GROUP, LLC

DEAM INVESTOR SERVICES, INC.

THE BENHAM GROUP

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/12/1997

Series 63

Date: 1/22/1991

SIE

Date: 10/1/2018

Series 7

Date: 7/18/1994

Series 6

Date: 1/22/1991

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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