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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Ashland | OR | 06/2009 | 05/2017 |
| Wells Fargo Advisors, Llc | Ashland | OR | 01/2015 | 11/2016 |
| Wells Fargo Bank | Ashland | OR | 06/2009 | 05/2017 |
| Wells Fargo Clearing Services, Llc | Ashland | OR | 03/2015 | 05/2017 |
| Key Bank | Central Point | OR | 05/2017 | 05/2019 |
| Key Investment Services | Central Point | OR | 06/2017 | 05/2019 |
| Wells Fargo Bank, Na | Seabrook | TX | 06/2019 | 12/2020 |
| Wells Fargo Clearing Services, Llc | Seabrook | TX | 06/2019 | 12/2020 |
| Wells Fargo Bank, Na | Missouri City | TX | 01/2021 | 09/2021 |
| Wells Fargo Advisors, Llc | Missouri City | TX | 01/2021 | 09/2021 |
| Wellsfargo Bank, Na | Pearland | TX | 09/2021 | 10/2022 |
| Wells Fargo Advisors, Llc | Pearland | TX | 09/2021 | 10/2022 |
| Fidelity Investments | Shoreacres | TX | 10/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-26 |
| S65 | Uniform Investment Adviser Law Examination | 2015-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-09 |
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