William D. Tearse
STRATEGIC ADVISERS LLC | Financial Consultant
MADISON, WI
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CRD#: 6206134
Professional summary
William David Tearse is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Madison, Wisconsin and FIDELITY BROKERAGE SERVICES LLC located in Middleton, Wisconsin.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. William has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
My commitment to each client is built upon a foundation of core values including honesty, authenticity, hard work, and a strong sense of personal dedication. Wealth planning is complex and unique to every family. I approach every client with open ears and an open mind, asking insightful questions and addressing concerns to ensure we are creating and implementing the right financial plan that is tailored to their objectives, goals, preferences, and well-being.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
OBA-103124|OrgNmn:ISI Elite Training|Org Addr:Madison,Wisconsin,US|OBA Nature:Athletic-Based Group Fitness T|Invst Rel:N|Title:Sole Proprietor|Duties:Overseeing the building and ongoing management of the gym. I will be hiring 3rd party vendors for most activities related to real estate/const|StrtDt:01-01-24|TotHrs/mon:50|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view William David Tearse'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
University of Wisconsin
Bachelor of Science (BS) - Life Science Communications
2013
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 8235 Greenway Blvd, Middleton, WI 53562-3581RIA
CRD#: 104555
MADISON, WI
Current
February 13, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 8235 Greenway Blvd, Middleton, WI 53562-3581BD
CRD#: 7784
Middleton, WI
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MIDDLETON, WI
Past
March 22, 2018 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MIDDLETON, WI
Past
November 16, 2013 - January 8, 2018
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
MINNEAPOLIS, MN
Past
July 16, 2013 - January 8, 2018
AMERIPRISE FINANCIAL SERVICES, LLC
BD
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".
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
Arizona(2/12/2021)
RR
California(11/17/2020)
RR
Colorado(9/2/2022)
RR
Connecticut(11/17/2020)
RR
Florida(3/11/2019)
RR
Illinois(2/13/2018)
RR
Iowa(2/13/2018)
RR
Louisiana(8/8/2020)
RR
Michigan(12/12/2018)
RR
Minnesota(2/13/2018)
RR
Missouri(3/25/2023)
RR
North Carolina(4/23/2020)
RR
North Dakota(1/5/2024)
RR
Oregon(4/22/2025)
RR
Puerto Rico(5/3/2024)
RR
Tennessee(9/17/2018)
RR
Texas(1/3/2020)
IAR
Texas(3/31/2025)
RR
Virginia(1/5/2024)
RR
Washington(4/23/2020)
RR
Wisconsin(2/13/2018)
IAR
Wisconsin(3/31/2025)
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
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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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Madison, WITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
