William J. Larsen
STRATEGIC ADVISERS LLC | Financial Consultant
OCALA, FL
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CRD#: 6150225
Professional summary
William John Larsen, who also goes by John Larsen, William J Larsen, William Larsen, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ocala, Florida and FIDELITY BROKERAGE SERVICES LLC located in The Villages, Florida.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. William has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
With a passion for Wealth Management, I work at Fidelity for the same reason clients work with me; integrity and innate desire to help others. I'm dedicated to helping my clients reach for their financial goals by partnering with them to understand their financial objectives and working together to develop a financial plan that is customized to meet their needs.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Larsen | William J Larsen | William Larsen
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 John Larsen'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®
NoneEducation
Flagler College
Bachelor of Business Administration - Business Administration
2011
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1057 Lake Sumter Landing, The Villages, FL 32162RIA
CRD#: 104555
OCALA, FL
Current
October 18, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1057 Lake Sumter Landing, The Villages, FL 32162BD
CRD#: 7784
THE VILLAGES, FL
Past
November 16, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
THE VILLAGES, FL
Past
October 15, 2019 - September 1, 2021
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
LADY LAKE, FL
Past
October 14, 2019 - September 1, 2021
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
LADY LAKE, FL
Past
July 13, 2018 - July 26, 2019
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
THE VILLAGES, FL
Past
January 20, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
THE VILLAGES, FL
Past
March 4, 2016 - July 25, 2019
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
THE VILLAGES, FL
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
California(12/23/2021)
RR
Colorado(1/6/2025)
RR
Connecticut(10/7/2024)
RR
District of Columbia(12/22/2021)
RR
Florida(10/19/2021)
IAR
Florida(3/31/2025)
RR
Georgia(5/22/2023)
RR
Illinois(11/21/2022)
RR
Indiana(3/20/2024)
RR
Kentucky(5/8/2024)
RR
Maine(10/2/2024)
RR
Massachusetts(12/12/2022)
RR
Michigan(11/14/2022)
RR
Minnesota(3/28/2023)
RR
Mississippi(3/27/2023)
RR
Montana(1/8/2025)
RR
New Hampshire(7/13/2023)
RR
New Jersey(10/4/2022)
RR
New York(2/9/2023)
RR
North Carolina(6/10/2022)
RR
Ohio(3/4/2024)
RR
Pennsylvania(5/15/2024)
RR
Rhode Island(7/17/2024)
RR
South Carolina(3/27/2023)
RR
South Dakota(5/22/2024)
RR
Tennessee(3/7/2022)
RR
Texas(3/15/2023)
IAR
Texas(3/31/2025)
RR
Vermont(10/31/2023)
RR
Virginia(7/22/2024)
RR
Wisconsin(12/7/2022)
Exams
State Security Law Exam
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
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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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Ocala, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
