Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| MO | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 08/2016 | 02/2017 |
| Fidelity Investments | Chesterfield | MO | 02/2017 | 07/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2019 |
| Fidelity Investments | Covington | KY | 07/2021 | Present |
| Washington University | Saint Louis | MO | 07/2019 | 07/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-123498|OrgNmn:Aging Ahead|Org Addr:Saint Loui,Missouri,US|OBA Nature:Board of Directors|Invst Rel:N|Title:Board of Directors Member|Duties:Advise on the strategic direction of the organization. Championing the needs of older adults.|StrtDt:01-01-26|TotHrs/mon:2|TrdHrs/mon:1.5|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-30 |
Reach out to this advisor