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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-04-30 |
| TX | RA | APPROVED | 2025-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 11/2024 |
| Northwestern Mutual Investment Services Llc | Colorado Spgs | CO | 12/2015 | 12/2016 |
| Fidelity Investments | Casa Grande | AZ | 02/2025 | Present |
| Unemployed | Casa Grande | AZ | 11/2024 | 02/2025 |
| Fidelity Brokerage Services Llc | Colorado Springs | CO | 12/2016 | 04/2019 |
| Strategic Advisers Llc | Casa Grande | AZ | 04/2025 | Present |
OBA-63385|OrgNmn:Ceman Enterprises LLC |Org Addr:Casa Grand,Arizona,US|OBA Nature:Owner of commercial building |Invst Rel:N|Title:Partner|Duties:Collect Rent|StrtDt:11-02-21|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-20 |
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