William J. Cooney
STRATEGIC ADVISERS LLC | Financial Consultant
ALLENDALE, NJ
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CRD#: 1806430
Professional summary
William John Cooney is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Allendale, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Nanuet, New York.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. William has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I have spent more than 25 years in the financial services industry helping people prepare for the future. My career has spanned four unique market events: The dot-com bubble, the post-9-11 bear market, and the financial crisis of 2008. Those experiences showed me how to empathize with my clients while also educating them about the importance of staying on track. Because I lived and worked through those events, my clients can feel confident they are working with someone who has seen it before.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view William John Cooney's 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®
NoneEducation
Hofstra University
Bachelor of Business Administration - Finance
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2142 Fashion Drive, Nanuet, NY 10954RIA
CRD#: 104555
ALLENDALE, NJ
Current
October 25, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2142 Fashion Drive, Nanuet, NY 10954BD
CRD#: 7784
Nanuet, NY
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NANUET, NY
Past
November 20, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NEW YORK, NY
Past
January 22, 2010 - October 21, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PARAMUS, NJ
Past
January 22, 2010 - October 21, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PARAMUS, NJ
Past
July 23, 2009 - February 9, 2010
MORGAN STANLEY
RIA
CRD#: 149777
NEW YORK, NY
Past
June 1, 2009 - February 9, 2010
MORGAN STANLEY
BD
CRD#: 149777
NEW YORK, NY
Past
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
NEW YORK, NY
Past
September 29, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
NEW YORK, NY
Past
August 6, 2001 - October 9, 2006
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
February 22, 1996 - August 7, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
September 12, 1988 - January 15, 1996
BNY MELLON SECURITIES CORPORATION
BD
CRD#: 231
NEW YORK, NY
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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.RR
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
RR
California(11/28/2014)
RR
Colorado(4/22/2014)
RR
Connecticut(10/25/2013)
RR
Delaware(1/16/2024)
RR
District of Columbia(3/4/2022)
RR
Florida(8/20/2014)
RR
Georgia(8/9/2017)
RR
Maine(8/20/2014)
RR
Maryland(8/21/2014)
RR
Massachusetts(7/10/2025)
RR
Minnesota(9/24/2019)
RR
Missouri(3/1/2024)
RR
Montana(9/24/2019)
RR
New Jersey(10/25/2013)
IAR
New Jersey(3/31/2025)
RR
New Mexico(11/19/2021)
RR
New York(10/25/2013)
IAR
New York(3/31/2025)
RR
North Carolina(7/13/2016)
RR
Ohio(3/4/2024)
RR
Pennsylvania(11/18/2013)
RR
South Carolina(2/7/2025)
RR
Tennessee(9/19/2024)
RR
Texas(11/18/2013)
IAR
Texas(3/31/2025)
RR
Washington(9/24/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
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
Financial ConsultantCRD#: 104555Allendale, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
