Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Marketing Corporation | Scottsdale | AZ | 06/2016 | 04/2021 |
| Vanguard Advisers Inc | Scottsdale | AZ | 12/2019 | 04/2021 |
| The Vanguard Group | Scottsdale | AZ | 06/2016 | 04/2021 |
| Jpmorgan Chase Bank, N.A. | Sag Harbor | NY | 10/2021 | 03/2022 |
| J.P. Morgan Securities Llc | Sag Harbor | NY | 10/2021 | 03/2022 |
| Unemployed | Scottsdale | AZ | 05/2021 | 09/2021 |
| Fidelity Investments | Southampton | NY | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-98520|OrgNmn:Caddy|Org Addr:Southampto,New York,US|OBA Nature:carrying golf bags on a golf c|Invst Rel:N|Title:Caddy|Duties:carrying golf bags, helping people navigate golf course|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-14 |
Reach out to this advisor