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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 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 06/2015 | 10/2018 |
| A&L Cleaning | White Oak | PA | 12/2008 | 10/2018 |
| Pnc Investments Llc | Pittsburgh | PA | 10/2018 | 12/2021 |
| Fidelity Investments | Pittsburgh | PA | 12/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-102441|OrgNmn:Youtube Podcast|Org Addr:Monroevill,Pennsylvan,US|OBA Nature:Making Cooking Videos|Invst Rel:N|Title:Podcast Host|Duties:Creating youtube videos related to cooking recipes|StrtDt:09-14-23|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-05 |
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