William
Gregory
Strategic Advisers LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
William Gregory is a financial advisor based in Fuquay Varina, North Carolina, working with Strategic Advisers LLC. William has previously held positions at Virginia Military Institute, Pinnacle Masonry, Vmi Qmd, Salisbury Moore Construction, Holland Rent All, Edward Jones, Edward Jones Investments, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Pursuit Wealth Strategies, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, and Fidelity Investments. William has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, William is part of Strategic Advisers LLC, which operates out of Fuquay Varina, North Carolina. The firm has 240 offices and 16,291 employees. The firm manages assets totaling $1.1 trillion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Strategic Advisers LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Strategic Advisers LLC Brokerage Details
$1,067,664,605,590
16,291
2,486,631
$429,362
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
William Gregory Work History
Fidelity Investments
Fidelity Investments
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Pursuit Wealth Strategies, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Edward Jones Investments
Edward Jones
Edward Jones
Salisbury Moore Construction
Pinnacle Masonry
Holland Rent All
Pinnacle Masonry
Vmi Qmd
Virginia Military Institute
Disclosures
Please visit the SEC profile of William Gregory to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Advisers LLC
Bountiful, UT
Portland, ME
Fort Lauderdale, FL
Cincinnati, OH
Broadview Heights, OH
Birmingham, AL
Midlothian, VA
Hopkins, MN
The data in this profile was pulled by SmartAsset on 6/4/2025. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
