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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| WI | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Stillwater | MN | 08/2014 | 05/2022 |
| Fidelity Investments | Woodville | WI | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-88667|OrgNmn:Mary Kay |Org Addr:Woodville,Wisconsin,US|OBA Nature:Selling skin are and cosmetic |Invst Rel:N|Title:Independent Beauty Consultant|Duties:Teaching skin care and selling skin care activities|StrtDt:06-21-22|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-27 |
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