William J. Loertscher

STRATEGIC ADVISERS LLC

MIDVALE, UT

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CRD#: 4546068

Professional summary

William Jeffrey Loertscher, who also goes by Jeffrey Loertscher, William Loertscher, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Midvale, Utah and FIDELITY BROKERAGE SERVICES LLC located in Salt Lake City, Utah.

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 11 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Loertscher | William Loertscher

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Jeffrey Loertscher'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®

None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 49 North 400 West, Salt Lake City, UT 84101

RIA

CRD#: 104555

MIDVALE, UT

Current

December 12, 2018 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 49 North 400 West, Salt Lake City, UT 84101

CRD#: 7784

Salt Lake City, UT

Past

July 26, 2020 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

SALT LAKE CITY, UT

Past

May 21, 2018 - October 23, 2018

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

SALT LAKE CITY, UT

Past

May 18, 2018 - October 23, 2018

EQUITABLE ADVISORS, LLC

CRD#: 6627

SALT LAKE CITY, UT

Past

February 1, 2016 - April 12, 2018

HARRISDIRECT LLC

RIA

CRD#: 42159

Sandy, UT

Past

September 17, 2013 - April 12, 2018

E*TRADE SECURITIES LLC

CRD#: 29106

SANDY, UT

Past

February 22, 2011 - October 8, 2012

EDWARD JONES

RIA

CRD#: 250

SALT LAKE CITY, UT

Past

February 15, 2011 - October 8, 2012

EDWARD JONES

CRD#: 250

SALT LAKE CITY, UT

Past

February 7, 2011 - February 17, 2011

WADDELL & REED

RIA

CRD#: 866

SALT LAKE CITY, UT

Past

January 11, 2011 - February 17, 2011

WADDELL & REED

CRD#: 866

SALT LAKE CITY, UT

Past

January 20, 2009 - February 26, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

SALT LAKE CITY, UT

Past

February 2, 2006 - July 26, 2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

SOUTH JORDAN, UT

Past

September 16, 2002 - December 14, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MIDVALE, UT

Past

August 26, 2002 - December 14, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 26, 2002 - December 14, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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
(1/10/2019)

Alaska
(1/10/2019)

Arizona
(12/17/2018)

Arkansas
(1/10/2019)

California
(12/17/2018)

Colorado
(12/17/2018)

Connecticut
(12/17/2018)

Delaware
(1/10/2019)

District of Columbia
(1/10/2019)

Florida
(12/17/2018)

Georgia
(12/17/2018)

Hawaii
(1/10/2019)

Idaho
(1/10/2019)

Illinois
(12/17/2018)

Indiana
(12/17/2018)

Iowa
(1/10/2019)

Kansas
(1/10/2019)

Kentucky
(1/10/2019)

Louisiana
(1/10/2019)

Maine
(1/10/2019)

Maryland
(12/17/2018)

Massachusetts
(12/17/2018)

Michigan
(12/17/2018)

Minnesota
(12/17/2018)

Mississippi
(1/10/2019)

Missouri
(12/17/2018)

Montana
(1/10/2019)

Nebraska
(1/10/2019)

Nevada
(1/10/2019)

New Hampshire
(1/10/2019)

New Jersey
(12/17/2018)

New Mexico
(1/10/2019)

New York
(12/17/2018)

North Carolina
(12/17/2018)

North Dakota
(1/10/2019)

Ohio
(12/18/2018)

Oklahoma
(1/10/2019)

Oregon
(1/10/2019)

Pennsylvania
(12/17/2018)

Puerto Rico
(1/10/2019)

Rhode Island
(1/10/2019)

South Carolina
(1/10/2019)

South Dakota
(1/10/2019)

Tennessee
(1/10/2019)

Texas
(12/17/2018)

IAR

Texas
(3/31/2025)

Utah
(12/12/2018)

IAR

Utah
(3/31/2025)

Vermont
(1/10/2019)

Virgin Islands
(1/10/2019)

Virginia
(12/17/2018)

Washington
(12/17/2018)

West Virginia
(1/10/2019)

Wisconsin
(12/17/2018)

Wyoming
(1/10/2019)

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 66

Date: 1/29/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/6/2014

General Securities 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.

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Advisor Monitoring

Firm Stability Insights

William J. Loertscher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Jeffrey Loertscher's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

EDWARD JONES

EDWARD JONES

WADDELL & REED

WADDELL & REED

AMERIPRISE FINANCIAL SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/29/2016

SIE

Date: 10/1/2018

Series 7

Date: 11/6/2014

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

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