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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| GA | RA | APPROVED | 2025-11-04 |
Branch Locations
127 Perimeter Center West, Dunwoody, GA 30346-1223 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc | Atlanta | GA | 05/2025 | 10/2025 |
| Massachusetts Mutual Life Insurance Co | Atlanta | GA | 12/2018 | 11/2019 |
| Getfitwitriv Llc | Atlanta | GA | 04/2021 | 10/2025 |
| Fidelity Investments | Dunwoody | GA | 10/2025 | Present |
| Truist Advisory Services, Inc | Atlanta | GA | 05/2025 | 10/2025 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 03/2022 | 05/2025 |
| Valic Financial Advisors, Inc. | Atlanta | GA | 11/2019 | 03/2022 |
| Edward Jones | St Louis | MO | 07/2018 | 11/2019 |
| Unemployed | Atlanta | GA | 05/2018 | 06/2018 |
| J.P. Morgan Securities Llc | Atlanta | GA | 03/2022 | 05/2025 |
| Sanofi | Bridgewater | NJ | 06/2017 | 05/2018 |
| Variable Annuity Life Ins Co | Atlanta | GA | 11/2019 | 03/2022 |
| Mckesson | San Francisco | CA | 05/2016 | 06/2017 |
| Aig Retirement Services/Valic Financial Advisors | Atlanta | GA | 11/2019 | 03/2022 |
OBA-128783|OrgNmn:CoachRiv LLC|Org Addr:Atlanta ,Georgia,US|OBA Nature:sports training|Invst Rel:N|Title:Sole Proprietor|Duties:4 hours per month|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-11 |
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