William R. Iverson
STRATEGIC ADVISERS LLC | Benefits & Planning Consultant, Executive Services
CLINTON, UT
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CRD#: 6482656
Professional summary
William R. Iverson, who also goes by Bill IVerson, Billy Iverson, William Robert Iverson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Clinton, 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 2017. William has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
I take great personal pride in partnering with my clients to help navigate their personal financial situation. With 8 years experience, I enjoy learning what goals my clients have and helping them work towards those goals. Growing up, I never knew how much I didn't know about the financial world and often found it intimidating. This has inspired my goal to help alleviate that intimidation for others so they can feel confident and comfortable with their financial plan.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bill Iverson | Billy Iverson | William Robert Iverson
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 R. Iverson'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 Utah
Bachelor of Science (BS) - English Literature
2008
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 49 North 400 West, Salt Lake City, UT 84101RIA
CRD#: 104555
CLINTON, UT
Current
May 18, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 49 North 400 West, Salt Lake City, UT 84101BD
CRD#: 7784
Salt Lake City, UT
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SALT LAKE CITY, UT
Past
March 14, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SALT LAKE CITY, UT
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(6/8/2015)
RR
Alaska(6/8/2015)
RR
Arizona(6/8/2015)
RR
Arkansas(6/8/2015)
RR
California(6/8/2015)
RR
Colorado(6/8/2015)
RR
Connecticut(6/8/2015)
RR
Delaware(6/8/2015)
RR
District of Columbia(6/8/2015)
RR
Florida(6/8/2015)
RR
Georgia(6/8/2015)
RR
Hawaii(6/8/2015)
RR
Idaho(6/8/2015)
RR
Illinois(6/8/2015)
RR
Indiana(6/8/2015)
RR
Iowa(6/8/2015)
RR
Kansas(6/8/2015)
RR
Kentucky(6/8/2015)
RR
Louisiana(6/8/2015)
RR
Maine(6/8/2015)
RR
Maryland(6/8/2015)
RR
Massachusetts(6/8/2015)
RR
Michigan(6/8/2015)
RR
Minnesota(6/8/2015)
RR
Mississippi(6/8/2015)
RR
Missouri(6/8/2015)
RR
Montana(6/8/2015)
RR
Nebraska(6/8/2015)
RR
Nevada(6/8/2015)
RR
New Hampshire(6/8/2015)
RR
New Jersey(6/8/2015)
RR
New Mexico(6/8/2015)
RR
New York(6/8/2015)
RR
North Carolina(6/10/2015)
RR
North Dakota(7/23/2015)
RR
Ohio(6/9/2015)
RR
Oklahoma(6/8/2015)
RR
Oregon(6/8/2015)
RR
Pennsylvania(6/8/2015)
RR
Puerto Rico(1/5/2024)
RR
Rhode Island(6/8/2015)
RR
South Carolina(6/8/2015)
RR
South Dakota(7/23/2015)
RR
Tennessee(7/23/2015)
RR
Texas(6/8/2015)
IAR
Texas(3/31/2025)
RR
Utah(6/6/2015)
IAR
Utah(3/31/2025)
RR
Vermont(6/8/2015)
RR
Virgin Islands(1/5/2024)
RR
Virginia(6/8/2015)
RR
Washington(6/8/2015)
RR
West Virginia(6/8/2015)
RR
Wisconsin(6/8/2015)
RR
Wyoming(6/8/2015)
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
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
Benefits & Planning Consultant, Executive ServicesCRD#: 104555Clinton, UTTRUST BUT VERIFY
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Contact information
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