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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Jacksonville, FL • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Albuquerque | NM | 08/2015 | 08/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 08/2021 |
| Gwfs Equities | Greenwood Village | CO | 09/2021 | 11/2021 |
| Empower | Tulsa | OK | 09/2021 | 11/2021 |
| Arvest Wealth Management | Tulsa | OK | 11/2021 | 06/2024 |
| Arvest Bank | Tulsa | OK | 11/2021 | 06/2024 |
| Fidelity Investments | Jacksonville | FL | 07/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-09 |
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