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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-31 |
Branch Locations
1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2016 | 08/2017 |
| Citizens Securities, Inc. | Glenshaw | PA | 08/2017 | 12/2017 |
| Charles Schwab Bank, Ssb | Pittsburgh | PA | 07/2022 | 01/2024 |
| Charles Schwab And Co., Inc. | Pittsburgh | PA | 12/2022 | 01/2024 |
| Fidelity Investments | Pittsburgh | PA | 04/2024 | Present |
| Td Ameritrade, Inc. | Pittsburgh | PA | 01/2018 | 12/2022 |
| Unemployed | Valencia | PA | 01/2024 | 04/2024 |
| Morgan Stanley | Sewickley | PA | 04/2016 | 08/2017 |
| Td Ameritrade Investment Management, Llc | Pittsburgh | PA | 01/2018 | 12/2022 |
| Charles Schwab & Co., Inc. | Pittsburgh | PA | 01/2022 | 01/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-16 |
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