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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-09 |
| TX | RA | APPROVED | 2026-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Princeton | NJ | 11/2016 | 06/2017 |
| Fidelity Investments | Robbinsville | NJ | 03/2025 | Present |
| Unemployed | Robbinsville | NJ | 01/2025 | 02/2025 |
| Advisors Asset Management, Inc | Monument | CO | 09/2022 | 07/2023 |
| Thrivent Investment Management Inc | Minneapolis | MN | 12/2023 | 01/2025 |
| Thrivent Financial | Appleton | WI | 12/2023 | 01/2025 |
| Unemployed | Robbinsville | NJ | 07/2023 | 12/2023 |
| Wells Fargo Advisors Llc | Princeton | NJ | 09/2012 | 11/2016 |
| Morgan Stanley | Lawrenceville | NJ | 06/2017 | 09/2022 |
OBA-117644|OrgNmn:National Pan-Hellenic Council of Central Jersey |Org Addr:Plainfield,New Jersey,US|OBA Nature:This is a collaborative umbrel|Invst Rel:Y|Title:Delegate from Delta Kappa Sigma C|Duties:I am on the investment committee that will be overseeing the investment portfolio that will fund the statewide scholarship. It is strictly on|StrtDt:04-26-25|TotHrs/mon:3|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-19 |
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