William B. Stark
Professional summary
William B Stark III, who also goes by William B Stark, William Berney Stark III, William Berney Stark, William B Start III, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Lancaster, New York and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. William has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William B Stark III's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
June 30, 2011 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
October 14, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
September 16, 2005 - May 11, 2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
December 16, 2003 - July 18, 2005
PRINCIPAL SECURITIES, INC.
February 12, 2002 - October 23, 2003
NYLIFE DISTRIBUTORS LLC
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
(1/4/2025)
(2/16/2021)
(6/30/2011)
(3/31/2025)
(2/25/2013)
(2/25/2013)
(2/25/2013)
(6/14/2021)
(2/19/2025)
(12/1/2011)
(9/24/2025)
(6/30/2011)
(6/27/2023)
(6/30/2011)
(6/30/2011)
(6/30/2011)
(3/31/2025)
(1/4/2025)
(2/19/2025)
(2/25/2013)
(10/31/2012)
(1/4/2025)
(3/31/2025)
(1/7/2022)
(9/24/2025)
(6/27/2023)
(10/14/2025)
Exams
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.
