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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Ballston Spa, NY • United States
59 Wolf Rd, Albany, NY 12205-2612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Albany | NY | 09/2008 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saratoga Springs | NY | 10/2019 | 01/2020 |
| Unemployed | Saratoga Springs | NY | 03/2019 | 10/2019 |
| Bank Of America N.A. | Saratoga Springs | NY | 01/2020 | 10/2021 |
| Fidelity Investments | Albany | NY | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-10 |
| S66 | Uniform Combined State Law Examination | 2007-10-12 |
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