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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce, Fenner & Smith, Inc. | Altaloma | CA | 08/2010 | 02/2017 |
| Bank Of America, N.A. | Alta Loma | CA | 03/2012 | 02/2017 |
| Prudential Insurance Company Of America | San Francisco | CA | 02/2017 | 07/2019 |
| Prudential Investment Management Services, Llc | San Francisco | CA | 02/2017 | 07/2019 |
| Voya Financial Advisors, Inc. | San Francisco | CA | 07/2019 | 10/2023 |
| Voya Retirement Advisors | San Francisco | CA | 04/2021 | 10/2023 |
| Fidelity Investments | Salt Lake City | UT | 11/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-105191|OrgNmn:KEEN EYE CONSULTANTS LLC|Org Addr:MENLO PARK,California,US|OBA Nature:PRODUCE STEM AND FAMILY FRIEND|Invst Rel:N|Title:Partner|Duties:HELP WITH PRODUCTION OF CONTENT|StrtDt:09-14-23|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-04 |
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