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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 | 2026-01-13 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Ceres | CA | 03/2015 | 11/2016 |
| Wells Fargo Bank, Na | Turlock | CA | 05/2012 | 07/2022 |
| Wells Fargo Clearing Services, Llc | Ceres | CA | 11/2016 | 04/2021 |
| Wells Fargo Clearing Services, Llc | Turlock | CA | 11/2021 | 07/2022 |
| Fidelity Investments | Westlake | TX | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-12 |
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