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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Oro Valley, AZ • United States
3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ferguson Enterprises Ins | Anchorage | AK | 08/2018 | 02/2020 |
| Business Owner, Covey Life Fitness | Wasilla | AK | 01/2016 | 12/2018 |
| Ferguson Enterprises Inc | Wasilla | AK | 07/2012 | 02/2017 |
| New York Life Insurance Co. | Anchorage | AK | 02/2020 | 05/2021 |
| Nylife Securities Llc | Anchorage | AK | 03/2020 | 05/2021 |
| Fidelity Investments | Westlake | TX | 02/2022 | Present |
| New York Life Insurance Company | Tucson | AZ | 06/2021 | 01/2022 |
| Nylife Securities Llc | Tucson | AZ | 06/2021 | 01/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-22 |
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