William EvertsCRD Number: 5951831
Current Firm: Strategic Advisers, Inc.
William Everts (CRD# 5951831) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Boston, MA and has over 5 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Fidelity Investments||Merrimack, NH||Apr 2012 - Current||5|
|Professional Staffing Group||Boston, MA||Feb 2012 - Apr 2012||< 1|
|Unemployed||Needham, ME||Oct 2011 - Feb 2012||< 1|
|Merrill Lynch Pierce, Fenner & Amp; Smith, Inc.||Syracuse, NY||Jun 2011 - Oct 2011||< 1|
|Ithaca College- Intramurals||Ithaca, NY||Feb 2009 - May 2011||2|
|Ithaca College||Ithaca, NY||Aug 2007 - May 2011||3|
|Klingenstein , Field LLC||New York City, NY||Jun 2010 - Aug 2010||< 1|
|Needham Little League||Needham, MA||Apr 2007 - May 2010||3|
|Needham Public Schools||Needham, MA||Sep 2000 - Jun 2007||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2012|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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