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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
198 Rt 9 N Ste 106, Manalapan, NJ 07726-3073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schroders | New York | NY | 04/2013 | 10/2016 |
| Thrivent Investment Management Inc | Minneapolis | MN | 01/2017 | 06/2019 |
| Thrivent Financial | Appleton | WI | 01/2017 | 08/2020 |
| Thrivent Distributors, Llc | Minneapolis | MN | 01/2017 | 08/2020 |
| Fidelity Investments | Shrewsbury | NJ | 08/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-20 |
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