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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
11800 Amber Park Drive Suite 140, Alpharetta, GA 30009-2269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 05/2012 | 11/2017 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 11/2017 | 09/2019 |
| Fidelity Brokerage Services | Atlanta | GA | 12/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-17586|OrgNmn:JAN-PRO|Org Addr:Marietta,Georgia,US|OBA Nature:Cleaning Services|Invst Rel:N|Title:Franchise Owner|Duties:Providing commercial cleaning services.|StrtDt:01-16-21|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-17 |
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