WM
William J. Marazzi
STRATEGIC ADVISERS LLC
JUPITER, FL
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CRD#: 3032220
WM
Professional summary
William J Marazzi, CFP®, who also goes by William John Marazzi, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Jupiter, Florida and FIDELITY BROKERAGE SERVICES LLC located in Palm Beach Gardens, Florida.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. William has worked at 7 firms and has passed the Series 66, Series 63, Series 65, SIE, Series 7, Series 6, Series 10, Series 9 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William John Marazzi
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.
OBA-62043|OrgNmn:Manta Ray West dba Hand and Stone Massage and Facial|Org Addr:Jupiter,Florida,US|OBA Nature:Hand and Stone Massage and Fac|Invst Rel:N|Title:Owner (Joint w spouse)|Duties:Joint owner w spouse. Almost no activity from me. My wife is the active owner.|StrtDt:10-01-21|TotHrs/mon:2|TrdHrs/mon:0|OBA-13744|OrgNmn:anta Ray Tradition LLC dba Hand and Stone Massage and|Org Addr:Jupiter,Florida,US|OBA Nature:Franchise - Manta Ray Traditio|Invst Rel:N|Title:Owner (joint w spouse)|Duties:Investment, as owner, in a Franchise (Hand and Stone) No other duties req'd. My wife will operate. (Updating since we are adding another lo|StrtDt:10-14-19|TotHrs/mon:2|TrdHrs/mon:0|OBA-102146|OrgNmn:anta Ray Boca LLC DBA Hand and Stone Massage & Facial|Org Addr:Boca Raton,Florida,US|OBA Nature:Massage and Facial|Invst Rel:N|Title:Partner|Duties:My wife rund the business. My involvement is extremely limited.|StrtDt:09-15-23|TotHrs/mon:2|TrdHrs/mon:0|OBA-67489|OrgNmn:anta Ray Delray LLC DBA Hand and Stone Massage & Faci|Org Addr:Delray Bea,Florida,US|OBA Nature:Massage and Facial|Invst Rel:N|Title:Partner|Duties:My wife runs the business. My involvement is extremely limited. |StrtDt:04-20-22|TotHrs/mon:2|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view William J Marazzi'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®
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709RIA
CRD#: 104555
JUPITER, FL
Current
January 1, 2008 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3501 Pga Boulevard, Suite 100 Grand Bank Center, Palm Beach Gardens, FL 33410BD
CRD#: 7784
Palm Beach Gardens, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PALM BEACH GARDENS, FL
Past
July 21, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PALM BEACH GARDENS, FL
Past
August 8, 2006 - January 1, 2008
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
MARLBOROUGH, MA
Past
April 4, 2006 - June 20, 2006
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
ATLANTA, GA
Past
March 22, 2006 - June 20, 2006
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
ATLANTA, GA
Past
August 10, 2005 - March 2, 2006
IRONSTONE SECURITIES, INC.
RIA
CRD#: 130335
RALEIGH, NC
Past
August 8, 2005 - March 2, 2006
IRONSTONE SECURITIES, INC.
BD
CRD#: 130335
RALEIGH, NC
Past
November 22, 2002 - June 29, 2005
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
ALPHARETTA, GA
Past
June 19, 2002 - June 29, 2005
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BOSTON, MA
Past
April 7, 1998 - November 13, 1998
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
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
Florida(1/2/2009)
IAR
Florida(3/31/2025)
RR
Massachusetts(1/1/2008)
RR
Texas(4/5/2023)
IAR
Texas(3/31/2025)
RR
Utah(4/5/2023)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory 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
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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.
