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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 |
|---|---|---|---|
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
New Ipswich, NH • United States
Two Contra Way, Merrimack, NH 03054-4334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 03/2022 | Present |
| Best Life Farm, Llc | New Ipswich | NH | 03/2020 | 03/2022 |
| Randstad Staffing | Jaffrey | NH | 05/2021 | 06/2021 |
| Old Glory Guns And Ammo | Greenville | NH | 11/2020 | 05/2021 |
| Self-Employed | New Ipswich | NH | 01/2018 | 03/2020 |
| Unemployed | New Ipswich | NH | 03/2017 | 12/2017 |
| D2 Productions | Hudson | MA | 05/2016 | 02/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-67306|OrgNmn:Best Life Farm, LLC|Org Addr:New Ipswic,New Hampsh,US|OBA Nature:Farm and related farm and gard|Invst Rel:N|Title:Co-owner/Member in LLC with my wi|Duties:All duties would occur outside business hours. Raising animals, selling meat and eggs. As well as selling recycled/upcycled platic barrels and|StrtDt:03-01-20|TotHrs/mon:48|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-01 |
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