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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 |
|---|---|---|---|
| NC | 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 |
|---|---|---|---|---|
| Unemployed | Mooresville | NC | 05/2016 | 01/2017 |
| Raymond James Financial Services, Inc | Mooresville | NC | 02/2017 | 05/2017 |
| Raymond James Financial Services Advisors Inc. | Mooresville | NC | 03/2017 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 08/2017 | 09/2019 |
| Bank Of America, N.A. | Charlotte | NC | 08/2017 | 09/2019 |
| Stonestreet Wealth | Mooresville | NC | 05/2017 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salisbury | NC | 12/2019 | 07/2021 |
| Bank Of America, N.A. | Salisbury | NC | 12/2019 | 07/2021 |
| Fidelity Investments | Salisbury | NC | 09/2021 | Present |
| International Franchise Professionals Group | Salisbury | NC | 06/2021 | 09/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-02 |
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