William C. Frogale
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
ASHBURN, VA 20147-5940
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CRD#: 4928448
Professional summary
William Carroll Frogale, CFP®, who also goes by William C Fragale, Bill Frogale, Billy Frogale, William C Frogale, William Carroll Frogale, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ashburn, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Ashburn, Virginia.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. William has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
With over 16 years of experience in financial services I have helped all styles of investors and have worked with clients and families like yours. I have a passion for wealth planning and take pride in helping clients work toward their financial goals.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Investment Planning
Retirement Planning
Insurance Planning
Comprehensive Financial Planni...
Retirement Income Management
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
William C Fragale | Bill Frogale | Billy Frogale | William C Frogale | William Carroll Frogale
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 Carroll Frogale'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®
CFP®
Start date: 2014
Education
George Mason University
Bachelor of Arts (BA) - Economics
2005
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #1: 20465 Exchange St, Ashburn, VA 20147-5940RIA
CRD#: 104555
ASHBURN, VA
Current
January 25, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 20465 Exchange Street, Ashburn, VA 20147BD
CRD#: 7784
Ashburn, VA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ASHBURN, VA
Past
February 5, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
LANSDOWNE, VA
Past
February 18, 2010 - January 14, 2013
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
CHANTILLY, VA
Past
January 7, 2010 - January 14, 2013
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
CHANTILLY, VA
Past
October 19, 2006 - December 1, 2009
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
LINTHICUM, MD
Past
October 19, 2006 - December 1, 2009
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
LINTHICUM, MD
Past
December 12, 2005 - October 30, 2006
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
MCLEAN, VA
Past
November 2, 2005 - October 30, 2006
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
MCLEAN, VA
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
Alabama(6/26/2020)
RR
Arizona(8/3/2023)
RR
California(7/20/2016)
RR
Colorado(8/13/2021)
RR
Delaware(8/8/2020)
RR
District of Columbia(1/25/2013)
RR
Florida(6/29/2018)
RR
Georgia(9/17/2020)
RR
Idaho(7/27/2021)
RR
Illinois(2/10/2021)
RR
Iowa(7/21/2021)
RR
Kentucky(5/6/2022)
RR
Louisiana(7/21/2023)
RR
Maryland(1/25/2013)
RR
Massachusetts(12/2/2019)
RR
Missouri(9/9/2022)
RR
New Jersey(12/2/2019)
RR
New Mexico(5/18/2021)
RR
New York(10/27/2016)
RR
North Carolina(1/25/2013)
RR
Ohio(9/21/2020)
RR
Oregon(8/8/2020)
RR
Pennsylvania(1/3/2014)
RR
South Carolina(9/17/2020)
RR
Tennessee(11/16/2020)
RR
Texas(6/29/2018)
IAR
Texas(3/31/2025)
RR
Virginia(1/25/2013)
IAR
Virginia(3/31/2025)
RR
Washington(10/8/2021)
RR
West Virginia(1/25/2013)
Exams
State Security Law 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Ashburn, VA 20147-5940TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
