William Michael Hotzfield
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
William Michael Hotzfield is an investment adviser representative with Strategic Advisers LLC in Knoxville, TN, where they have been registered since 2025. They have worked in the securities industry since 2024. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Tennessee and Texas.
Registrations & licenses
- Investment adviser:
- Tennessee, Texas
- Broker:
12 states and territories
Alabama, California, Florida, Georgia, Indiana, Kentucky, Michigan, North Carolina, Ohio, South Carolina, Tennessee, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- GE JohnsonMay 2019 – Aug 2019Canon City, CO
- -SchoolAug 2014 – Dec 2019Fort Collins, CO
- Adamo HomesJan 2020 – Apr 2021Castle Rock, CO
- Handyman WORKMar 2024 – May 2024Castle Rock, CO
- Kloster ConstructionMay 2016 – Dec 2019Castle Rock, CO
- Cross LINE ConstructionAug 2022 – Mar 2024Castle Rock, CO
- TOLL BrothersApr 2021 – Jul 2022Castle Rock, CO
- Sienna AT THE CourtyardMay 2015 – Mar 2019Castle Rock, CO
- Lennar HomesMay 2018 – Aug 2018Aurora, CO
- 281 BuildersJun 2020 – Aug 2021Castle Rock, CO
- Fidelity InvestmentsMay 2024 – no end date reportedGreenwood Village, CO
- Johnston ConstructionMay 2016 – Dec 2019Castle Rock, CO
- J AlexandersMar 2018 – May 2018Englewood, CO
- Baskin RobbinsAug 2016 – Aug 2017Loveland, CO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Michael Hotzfield has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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