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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 |
|---|---|---|---|
| NY | 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 |
|---|---|---|---|---|
| Convert Volume | Bedford Hills | NY | 03/2015 | 03/2019 |
| Fidelity Investments | Scarsdale | NY | 10/2015 | 04/2018 |
| Jp Morgan Chase Bank, N.A. | Bronx | NY | 04/2018 | 05/2022 |
| Jp Morgan Securities, Llc | Bronx | NY | 04/2018 | 05/2022 |
| Pro-Chutes, Llc. | Scotia | NY | 04/2019 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | White Plains | NY | 05/2022 | 08/2022 |
| Bank Of America, N.A. | White Plains | NY | 08/2022 | 12/2022 |
| Fidelity Investments | Atlanta | GA | 12/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-94151|OrgNmn:Ladies Armour |Org Addr:Albany,New York,US|OBA Nature:Online Store |Invst Rel:N|Title:Sole Proprietor|Duties:Order products, oversee the site manager and handle banking activities. |StrtDt:11-29-22|TotHrs/mon:10|TrdHrs/mon:0|OBA-94148|OrgNmn:Pro Chutes LLC|Org Addr:Scotia,New York,US|OBA Nature:Online Retail Store|Invst Rel:N|Title:Sole Proprietor|Duties:Oversee the manager and handle all banking activities|StrtDt:11-29-22|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-26 |
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