William E. Baguley
STRATEGIC ADVISERS LLC | Financial Consultant
ARLINGTON, TN
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CRD#: 6728692
Professional summary
William Everett Baguley, CFP®, who also goes by William Baguley, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Arlington, Tennessee and FIDELITY BROKERAGE SERVICES LLC located in Germantown, Tennessee.
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 4 firms and has passed the Series 65, Series 63, Series 6TO, Series 7TO, SIE and Series 6 exams.
Biography
As your Financial Consultant, I seek to understand your unique goals and needs. Together we will create a financial plan that will help you work toward long term success.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William Baguley
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 Everett Baguley'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®
Education
University of California, Berkeley
Certificate - Personal Financial Planning
2021
Brigham Young University
Bachelor of Science (BS) - Exercise Science
2013
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7628 W. Farmington Blvd Ste 110, Germantown, TN 38138RIA
CRD#: 104555
ARLINGTON, TN
Current
May 9, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7628 W. Farmington Blvd Ste 110, Germantown, TN 38138BD
CRD#: 7784
Germantown, TN
Past
June 19, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GERMANTOWN, TN
Past
March 14, 2017 - March 14, 2019
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
LINDON, UT
Past
February 8, 2017 - March 14, 2019
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
LINDON, 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(5/20/2019)
RR
Arizona(5/19/2023)
RR
Arkansas(5/20/2019)
RR
California(3/25/2023)
RR
Florida(3/25/2023)
RR
Illinois(9/9/2022)
RR
Indiana(3/25/2023)
RR
Iowa(7/8/2022)
RR
Louisiana(7/19/2024)
RR
Mississippi(5/20/2019)
RR
Missouri(5/20/2019)
RR
Nebraska(10/17/2023)
RR
North Carolina(3/25/2023)
RR
Ohio(10/9/2025)
RR
Oregon(3/25/2023)
RR
Tennessee(1/3/2020)
IAR
Tennessee(3/31/2025)
RR
Texas(3/4/2022)
IAR
Texas(3/31/2025)
RR
Utah(5/9/2019)
RR
Washington(2/13/2024)
RR
West Virginia(9/9/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 3/27/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 5/9/2019
General Securities Representative ExaminationGeneral 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
Financial ConsultantCRD#: 104555Arlington, TNTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
