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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

WILLIAM JEFFREY LOERTSCHER

Advisor at STRATEGIC ADVISERS LLC

SALT LAKE CITY, UT | MIDVALE, UT

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Search this name across graphsid dfx:ria:7baf10d7-64c9-c8b4-397f-0e5c64d40b83

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Sep 16, 2002 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: Sep 16, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jan 29, 2016
First registration: Sep 16, 2002
Dual registered: yes, broker-dealer
Other names: JEFFREY LOERTSCHER|JEFFREY LOERTSCHER|WILLIAM JEFFREY LOERTSCHER|William Loertscher
IAPD individual key: 4546068

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	MIDVALE, UT\|SALT LAKE CITY, UT	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 26, 2020	Mar 31, 2025	no	SALT LAKE CITY, UT	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	May 21, 2018	Oct 23, 2018	no	SALT LAKE CITY, UT	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Feb 1, 2016	Apr 12, 2018	no	Sandy, UT\|ARLINGTON, VA	Previous registration
EDWARD JONES	National bd RIA	Feb 22, 2011	Oct 8, 2012	no	ST LOUIS, MO\|SALT LAKE CITY, UT	Previous registration
WADDELL & REED	Former SEC adviser	Feb 7, 2011	Feb 17, 2011	no	CLEARFIELD, UT	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Sep 16, 2002	Dec 14, 2005	no	MIDVALE, UT	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
EQUITABLE ADVISORS, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Oct 23, 2018	Jul 26, 2020	642	Firm change after gap	Ibd to ibd
E*TRADE CAPITAL MANAGEMENT, LLC	EQUITABLE ADVISORS, LLC	Apr 12, 2018	May 21, 2018	39	Firm change	RIA to ibd
EDWARD JONES	E*TRADE CAPITAL MANAGEMENT, LLC	Oct 8, 2012	Feb 1, 2016	1,211	Firm change after gap	Other
WADDELL & REED	EDWARD JONES	Feb 17, 2011	Feb 22, 2011	5	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	WADDELL & REED	Dec 14, 2005	Feb 7, 2011	1,881	Firm change after gap	Other

Relationships

Registered with (7)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 26, 2020 to Mar 31, 2025factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
May 21, 2018 to Oct 23, 2018factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 1, 2016 to Apr 12, 2018factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Feb 22, 2011 to Oct 8, 2012factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Feb 7, 2011 to Feb 17, 2011factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Sep 16, 2002 to Dec 14, 2005factForm ADV

Dated events

No dated event names this entity yet.