William Hamelin has been an investment adviser representative at Strategy Asset Managers since May 2022, and is not listed among the firm’s executive officers or direct owners. William Hamelin holds a Bachelor of Arts in Economics from California State University Northridge (CSUN) and a Certificate of Distinction in Environmental Sciences from UCLA Extension.
Strategy Asset Managers L.L.C. is a Pasadena, CA firm with $930M under management, 633 clients and 10 advisers across 3 offices, as of its June 2026 filing.
William Hamelin is Private Wealth Advisor of Strategy Asset Managers. Before joining the firm, he was a Principal Consultant for an environmental engineering firm based in Los Angeles. He has managed, advised and taught students from UCLA's NRT-INFEWS program, UCLA's Institute of Environment & Sustainability and UCLA's Samueli School of Engineering and Applied Science.
- – present · 4 yearsPasadena, CA · Adviser representative · Firm CRD 109939
Investment adviser representative registrations
William Hamelin is registered as an investment adviser representative in California, since May 2022.
- CaliforniaSince 16 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 May 2022 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7557406
- Firm
- Strategy Asset Managers · CRD 109939
- Office
- 790 E. COLORADO BLVD, SUITE 200, Pasadena, CA 91101
- Registration
- Investment adviser registration
- In the industry since
- May 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strategyassetmanagers.com
Where does William Hamelin work?
William Hamelin is an investment adviser representative registered through Strategy Asset Managers L.L.C. since May 2022, and is not listed among the firm’s executive officers or direct owners.
Is William Hamelin a financial advisor?
Yes. William Hamelin has a current investment-adviser registration in California, through Strategy Asset Managers since May 2022.
How many years of experience does William Hamelin have?
William Hamelin has 4 years in the financial industry, since May 2022, across 1 adviser firm.
What exams has William Hamelin passed?
William Hamelin passed the Series 65 in May 2022.
Where is William Hamelin based?
William Hamelin’s registered office is in Pasadena, CA.
Is William Hamelin registered with FINRA?
No. William Hamelin has no current broker registration.
How can I verify William Hamelin’s record?
Search CRD 7557406 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Hamelin’s full registration record.