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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 | 2026-02-09 |
| CA | RA | APPROVED | 2025-04-04 |
Branch Locations
7310 Day Creek Blvd, Rancho Cucamonga, CA 91739-8035 • United States
Glendora, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Rancho Cucamonga | CA | 02/2025 | Present |
| Wells Fargo Advisors Llc | Brea | CA | 12/2015 | 11/2016 |
| Wells Fargo Bank, Na | Orange | CA | 09/2012 | 10/2024 |
| Unemployed | Glendora | CA | 10/2024 | 02/2025 |
| Wells Fargo Clearing Services, Llc | Orange | CA | 11/2016 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-19 |
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