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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 | 2025-10-10 |
| CT | RA | APPROVED | 2025-03-31 |
Branch Locations
Glastonbury, CT • United States
29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Hartford | CT | 07/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | East Harford | CT | 04/2017 | 12/2020 |
| Wells Fargo Bank, N.A. | Bloomfield | CT | 07/2014 | 11/2016 |
| Jpmorgan Chase Bank, N.A. | Enfield | CT | 04/2021 | 07/2021 |
| Unemployed | Glastonbury | CT | 01/2021 | 03/2021 |
| Unemployed | Glastonbury | CT | 12/2016 | 03/2017 |
| Wells Fargo | East Hartford | CT | 04/2017 | 12/2020 |
| Jp Morgan Securities Llc | Enfield | CT | 04/2021 | 07/2021 |
| Charles Schwab & Co., Inc. | West Hartford | CT | 07/2021 | 01/2024 |
| Charles Schwab Bank, Ssb | West Hartford | CT | 07/2021 | 01/2024 |
| Fidelity Investments | West Hartford | CT | 01/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-31 |
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