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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1 Skokie Valley Road, Highland Park, IL 60035-4401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Highland Park | IL | 12/2017 | Present |
| Northern Trust Securities, Inc. | Chicago | IL | 08/2015 | 12/2017 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-120673|OrgNmn:Lifetime Fitness |Org Addr:Skokie,Illinois,US|OBA Nature:Yoga Teacher|Invst Rel:N|Title:Employee|Duties:delivers professional yoga class or workshop, listens to members, answers questions and engages in conversation before and after classes; posi|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-03-13 |
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