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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 |
|---|---|---|---|
| NJ | 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 09/2015 | 04/2017 |
| Bank Of America, N.A. | New York | NY | 09/2015 | 04/2017 |
| Jp Morgan Chase | New York | NY | 04/2017 | 08/2018 |
| Jpmorgan Securities Llc | New York | NY | 04/2017 | 08/2018 |
| Nyctan01 | New York | NY | 12/2014 | 12/2016 |
| Morgan Stanley | New York | NY | 09/2018 | 01/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2018 | 01/2020 |
| E*Trade Capital Management Llc | New York | NY | 01/2020 | 05/2020 |
| Fidelity Investments | New York | NY | 06/2020 | Present |
| World Tan Llc Dba The Tanning Spot Nyc | New York City | NY | 09/2009 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-15297|OrgNmn:World Tan LLC DBA The Tanning Spot NYC|Org Addr:New York C,New York,US|OBA Nature:Tanning salon, retail, Yoga St|Invst Rel:N|Title:Owner|Duties:I do the books at the end of the week. I have 2 managers that do the day to day|StrtDt:05-04-09|TotHrs/mon:6|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-25 |
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