William Messenger, financial advisor Covington KY
90 score

William Messenger

CRD Number: 5944220
Current Firm: Strategic Advisers, Inc.

William Messenger (CRD# 5944220) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Covington, KY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments LLC Covington, KY Jun 2011 - Current 5
Beeper Vibes Inc. Cincinnati, OH Dec 2010 - May 2011 < 1
Wireless Living Cincinnati, OH Sep 2010 - Dec 2010 < 1
Spirit Of Atlanta Drum And Bugle Corp. Atlanta, GA May 2010 - Aug 2010 < 1
Kroger Newport, KY Sep 2009 - May 2010 < 1
Star Parking Services Cincinnati, OH Mar 2009 - Aug 2009 < 1
Sherwin Williams Cold Spring, KY Oct 2007 - Apr 2009 1
Unemployed Alexandria, KY Feb 2007 - Oct 2007 < 1
Applebee's Highland Heights, KY Sep 2005 - Feb 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for William C. Messenger
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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