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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807 • United States

Camarillo, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vitreous Partners Llc Los Angeles CA 06/2017 02/2018
Arrowroot Partners Llc Los Angeles CA 06/2017 02/2018
Sabbatical Los Angeles CA 09/2015 05/2017
Jpmorgan Chase Bank, N.A. Los Angeles CA 05/2019 11/2021
Jp Morgan Securities, Llc Los Angeles CA 05/2019 11/2021
Unemployed Los Angeles CA 02/2018 08/2018
Arrowroot Family Office, Llc Los Angeles CA 06/2017 02/2018
American Trading International Los Angeles CA 09/2018 02/2019
Starbucks Los Angeles CA 04/2019 05/2019
Unemployed Los Angeles CA 03/2019 03/2019
Fidelity Investments Thousand Oaks CA 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 02/2018
    Vitreous Partners Llc
    Los Angeles, CA
  • 06/2017 → 02/2018
    Arrowroot Partners Llc
    Los Angeles, CA
  • 09/2015 → 05/2017
    Sabbatical
    Los Angeles, CA
  • 05/2019 → 11/2021
    Jpmorgan Chase Bank, N.A.
    Los Angeles, CA
  • 05/2019 → 11/2021
    Los Angeles, CA
  • 02/2018 → 08/2018
    Unemployed
    Los Angeles, CA
  • 06/2017 → 02/2018
    Los Angeles, CA
  • 09/2018 → 02/2019
    American Trading International
    Los Angeles, CA
  • 04/2019 → 05/2019
    Starbucks
    Los Angeles, CA
  • 03/2019 → 03/2019
    Unemployed
    Los Angeles, CA
  • 11/2021 → Present
    Fidelity Investments
    Thousand Oaks, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Thousand Oaks, CA
  • 2019-05-23 → 2021-11-02
    Westlake Village, CA
    Calabasas, CA
    Northridge, CA
    Granada Hills, CA
  • 2017-08-05 → 2018-03-02
    Marina Del Rey, CA
  • 2011-09-01 → 2015-09-09
    Chicago, IL
  • 2010-10-21 → 2011-09-01
    Chicago, IL
  • 2006-10-25 → 2010-09-15
    Pacific Palisades, CA
    Pasadena, CA
    San Francisco, CA
    Los Angeles, CA
    Glendale, CA
    West Hollywood, CA
    Los Angeles, CA
    Santa Monica, CA
    Glendale, CA
  • 2004-10-12 → 2006-11-28
    Kfq Investment Advisors Llc
    Los Angeles, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-02-01
S66 Uniform Combined State Law Examination 2003-05-28
  • S63 Uniform Securities Agent State Law Examination
    2007-02-01
  • S66 Uniform Combined State Law Examination
    2003-05-28
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Ryan Gavin De Silva
  • Ryan De Silva

View on SEC IAPD

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