J.P. Morgan Securities
25yrs
Top 10% by experience at J.P. Morgan Securities
30yrs
Norma Williams has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Laurelton, New York. After four years at Fidelity Personal and Workplace Advisors and less than a year at Merrill, Norma joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
At a glance
Experience30 years (since 1996)
How that compares ?Top 3% by experience at Strategic Advisers
OfficeLaurelton, NY
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Mar 2020 – Aug 2020MerrillPreviously
Contact Norma
(617) 563-7000Firm headquarters in Boston, MA. Ask for Norma. Laurelton, NYOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Norma
Tailored to Norma’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Norma
How do I contact Norma?
Call Strategic Advisers at (617) 563-7000 and ask for Norma Williams. Norma works from the Laurelton, NY office.
How long has Norma been a financial advisor?
Norma has been in the industry since 1996, about 30 years. Top 3% by experience at Strategic Advisers.
What licenses does Norma hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Norma a fiduciary?
Norma is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Norma paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Norma for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.