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Strategic Advisers LLC CRD 104555
$1.37T regulatory AUM 17,518 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | East Setauket | NY | 08/2016 | 05/2017 |
| World Gym | East Setauket | NY | 05/2017 | 10/2018 |
| Unemployed | East Setauket | NY | 10/2018 | 04/2019 |
| Done Right Remodeling | Hauppauge | NY | 04/2019 | 11/2019 |
| Unemployed | East Setauket | NY | 11/2019 | 04/2020 |
| Guardian Life Insurance Company | Melville | NY | 04/2020 | 10/2021 |
| Park Avenue Securities, Llc | Melville | NY | 08/2020 | 10/2021 |
| Mml Investors Services, Llc | Happauge | NY | 06/2022 | 11/2022 |
| Massmutual Life Insurance Co | Hauppauge | NY | 12/2021 | 12/2022 |
| Fidelity Investments | Covington | KY | 12/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-10 |
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