Billy J. Eaton
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
BURLESON, TX
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CRD#: 5308786
Professional summary
Billy Joe Eaton III, CFP®, who also goes by Bill Joe Eaton, Billy Joe Eaton, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Burleson, Texas and FIDELITY BROKERAGE SERVICES LLC located in Fort Worth, Texas.
Billy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Billy has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I help create and implement financial plans with high net worth individuals and their families that address the specific needs, wants and goals of future years and generations. The cornerstone of my business is the personal level of service I offer coupled with disciplined investment strategies and risk management techniques. I work for each client as if they were my own family and strive to build lasting relationships built on trust and superior client service.
Question & Answer
What are your service offerings?
Estate Planning
Comprehensive Financial Planni...
Investment Planning
Retirement Income Management
Retirement Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Bill Joe Eaton | Billy Joe Eaton
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 Billy Joe Eaton III'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: 2018
Education
University of Texas - Arlington
Bachelor of Business Studies (BBS) - Finance - Real Estate
2006
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2933 West 7th St., Fort Worth, TX 76107RIA
CRD#: 104555
BURLESON, TX
Current
March 7, 2008 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2933 West 7th St., Fort Worth, TX 76107BD
CRD#: 7784
Fort Worth, TX
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FORT WORTH, TX
Past
January 3, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
FORT WORTH, TX
Past
April 25, 2007 - July 9, 2007
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
FORT WORTH, TX
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(3/27/2023)
RR
Arkansas(3/23/2021)
RR
California(7/12/2019)
RR
Colorado(1/11/2022)
RR
Connecticut(11/21/2022)
RR
Delaware(9/9/2024)
RR
Florida(7/12/2019)
RR
Georgia(11/12/2020)
RR
Hawaii(12/3/2024)
RR
Idaho(5/27/2025)
RR
Illinois(10/12/2021)
RR
Iowa(9/22/2022)
RR
Kansas(8/16/2021)
RR
Kentucky(3/15/2021)
RR
Louisiana(5/8/2008)
RR
Maryland(5/10/2022)
RR
Massachusetts(6/15/2023)
RR
Minnesota(5/9/2022)
RR
Mississippi(10/25/2022)
RR
Missouri(3/21/2024)
RR
Nevada(5/11/2020)
RR
New Mexico(3/24/2008)
RR
New York(5/7/2022)
RR
North Carolina(4/29/2020)
RR
Ohio(9/12/2022)
RR
Oklahoma(3/11/2008)
RR
Oregon(3/20/2024)
RR
Pennsylvania(6/15/2023)
RR
Rhode Island(10/21/2024)
RR
South Carolina(5/11/2022)
RR
Tennessee(7/23/2021)
RR
Texas(3/14/2008)
IAR
Texas(3/31/2025)
RR
Virginia(2/23/2024)
RR
Washington(2/12/2021)
RR
Wisconsin(8/10/2020)
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
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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#: 104555Burleson, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
