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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

LEVAR JAMES WILLIAMS

Advisor at STRATEGIC ADVISERS LLC

AURORA, CO | GREENWOOD VILLAGE, CO

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Search this name across graphsid dfx:ria:4103f86d-13e5-5cda-7a1b-c3f26adb5b96

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 6, 2021 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jun 9, 2021
First registration: Jul 6, 2021
Dual registered: yes, broker-dealer
Other names: LeVar Williams
IAPD individual key: 7345849

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	GREENWOOD VILLAGE, CO\|AURORA, CO	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	May 4, 2023	Mar 31, 2025	no	GREENWOOD VILLAGE, CO	Previous registration
SYNTRINSIC INVESTMENT COUNSEL, LLC.	Former SEC adviser	Sep 1, 2021	Dec 15, 2022	no	DENVER, CO	Previous registration
THRIVENT INVESTMENT MANAGEMENT INC.	Bd affiliated wealth	Jul 6, 2021	Aug 25, 2021	no	Greenwood Village, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
SYNTRINSIC INVESTMENT COUNSEL, LLC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Dec 15, 2022	May 4, 2023	140	Firm change	Other
THRIVENT INVESTMENT MANAGEMENT INC.	SYNTRINSIC INVESTMENT COUNSEL, LLC.	Aug 25, 2021	Sep 1, 2021	7	Firm change	Other

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
May 4, 2023 to Mar 31, 2025factForm ADV
→ SYNTRINSIC INVESTMENT COUNSEL, LLC.Registered adviserregistration: previous registration
Sep 1, 2021 to Dec 15, 2022factForm ADV
→ THRIVENT INVESTMENT MANAGEMENT INC.Registered adviserregistration: previous registration
Jul 6, 2021 to Aug 25, 2021factForm ADV

Dated events

Occurred
Dec 15, 2022
Advisor changed firm
Levar James Williams left Syntrinsic Investment Counsel, Llc. for Fidelity Personal And Workplace Advisors (registered 2023-05-04)
Form ADVobserved 5 days ago