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RIA / WealthAdvisor21 years in industry

WILLIAM JAMES HURST

Advisor at MOMENTUM INVESTMENT RESEARCH AND MANAGEMENT, LLC

WILTON, NH

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Search this name across graphsid dfx:ria:76c43640-907d-d613-2c9d-7e1f40861434

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 19, 2005 to Sep 14, 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: MOMENTUM INVESTMENT RESEARCH AND MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 5, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Aug 5, 2005
First registration: Aug 19, 2005
Dual registered: no
Other names: WILLIAM J HURST|Bill Hurst
IAPD individual key: 2970446

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
MOMENTUM INVESTMENT RESEARCH AND MANAGEMENT, LLC	State registered	Aug 6, 2025	n/a	yes	WILTON, NH	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Apr 10, 2025	no	BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|MERRIMACK, NH\|WILTON, NH	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Feb 11, 2015	Jul 13, 2018	no	MERRIMACK, NH	Previous registration
HURST & DEGRAFFENRIED WEALTH MANAGEMENT, LLC	State registered	Mar 5, 2010	Feb 12, 2014	no	MILFORD, NH	Previous registration
TRIAD ADVISORS, LLC	Former SEC adviser	Apr 11, 2008	Dec 31, 2009	no	MANCHESTER, NH\|ATLANTA, GA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Aug 19, 2005	Apr 3, 2008	no	MERRIMACK, NH	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
STRATEGIC ADVISERS LLC	MOMENTUM INVESTMENT RESEARCH AND MANAGEMENT, LLC	Apr 10, 2025	Aug 6, 2025	118	Firm change	Ibd to state RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
HURST & DEGRAFFENRIED WEALTH MANAGEMENT, LLC	STRATEGIC ADVISERS LLC	Feb 12, 2014	Feb 11, 2015	364	Firm change	Other
TRIAD ADVISORS, LLC	HURST & DEGRAFFENRIED WEALTH MANAGEMENT, LLC	Dec 31, 2009	Mar 5, 2010	64	Firm change	Other
STRATEGIC ADVISERS LLC	TRIAD ADVISORS, LLC	Apr 3, 2008	Apr 11, 2008	8	Firm change	Other

Relationships

Registered with (5)

→ MOMENTUM INVESTMENT RESEARCH AND MANAGEMENT, LLCRegistered adviserregistration: current employment
Aug 6, 2025 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Apr 10, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ HURST & DEGRAFFENRIED WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 5, 2010 to Feb 12, 2014factForm ADV
→ TRIAD ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 11, 2008 to Dec 31, 2009factForm ADV

Dated events

Occurred
Apr 10, 2025
Advisor changed firm
William James Hurst left Strategic Advisers Llc for Momentum Investment Research And Management, Llc (registered 2025-08-06)
Form ADVobserved 6 days ago