William E. Philpott
STRATEGIC ADVISERS LLC | Investment Consultant
BOSTON, MA
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CRD#: 7397087
Professional summary
William Edward Philpott, who also goes by William Edward Philpott, Billy Philpott, William Philpott, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Boston, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Framingham, Massachusetts.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. William has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
As an Investment Consultant, it's my responsibility to help clients sort through their vision, pursue goals, and ultimately help them achieve what means most to them through a collaborative financial plan. My process is centered around fully understanding what's most important to each person, running an analysis of where they stand today, and then creating and implementing a plan that allows them to strive towards their unique goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William Edward Philpott | Billy Philpott | William Philpott
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-64386|OrgNmn:Kings Lacrosse|Org Addr:Plymouth,Massachuse,US|OBA Nature:Coaching Lacrosse|Invst Rel:N|Title:Coach |Duties:Coaching youth lacrosse |StrtDt:11-15-2021|TotHrs/mon:5|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view William Edward Philpott'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 Massachusetts
Master of Business Administration (MBA) - Business
2021
University of Massachusetts
Master of Science (MS) - Business and Data Analytics
2020
University of Massachusetts
Bachelor of Science (BS) - Sports Management
2019
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 405 Cochituate Road, Framingham, MA 01701RIA
CRD#: 104555
BOSTON, MA
Current
August 23, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 405 Cochituate Road, Framingham, MA 01701BD
CRD#: 7784
Framingham, MA
Past
May 4, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FRAMINGHAM, MA
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(6/5/2024)
RR
California(5/3/2024)
RR
Colorado(9/9/2025)
RR
Connecticut(9/9/2025)
RR
Florida(8/15/2022)
RR
Illinois(1/6/2024)
RR
Maine(8/15/2022)
RR
Massachusetts(10/22/2021)
IAR
Massachusetts(3/31/2025)
RR
New Hampshire(8/15/2022)
RR
New Jersey(9/18/2024)
RR
New Mexico(7/19/2024)
RR
New York(3/1/2024)
RR
North Carolina(12/12/2023)
RR
Rhode Island(5/3/2024)
IAR
Texas(3/31/2025)
RR
Texas(9/9/2025)
RR
Vermont(9/9/2025)
RR
Washington(7/9/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/23/2021
General Securities Representative ExaminationGeneral 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.
