WILLIAM SCOTT KLEIN is an investment adviser representative (IAR) with state registration records since 2002, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-11-24 | 2025-03-31 | — |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2002-05-23 | 2019-05-13 | — |