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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
3100 S. College Ave Suite 110, Fort Collins, CO 80525-2654 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2020 | 12/2020 |
| Northwestern Mutual Investment Services Llc | Fort Collins | CO | 01/2020 | 12/2022 |
| Jp Morgan Private Bank | Scottsdale | AZ | 06/2018 | 08/2019 |
| Td Ameritrade | Omaha | NE | 06/2016 | 05/2018 |
| Unemployed | Timnath | CO | 09/2019 | 12/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2020 | 12/2020 |
| Ryan Yoder | Fort Collins | CO | 12/2020 | 12/2022 |
| Brian Campbell | Fort Collins | CO | 12/2020 | 12/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2021 | 12/2022 |
| Fidelity Brokerage Services Llc | Fort Collins | CO | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-12 |
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