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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Little North Attleboro League | North Attleboro | MA | 04/2013 | 08/2024 |
| Fidelity Investments | Smithfield | RI | 08/2024 | Present |
| Doordash, Inc. | San Francisco | CA | 08/2022 | 08/2024 |
| Bryant University | Smithfield | RI | 08/2022 | 08/2024 |
| Bryant University | Smithfield | RI | 08/2022 | 08/2024 |
| Umass Amherst Campus Recreation Center | Amherst | MA | 01/2019 | 05/2022 |
| Umass Amherst | Amherst | MA | 08/2018 | 05/2022 |
| Town Of North Attleboro | North Attleboro | MA | 12/2015 | 06/2021 |
| Northwestern Mutual | Springfield | MA | 06/2020 | 07/2020 |
| North Attleboro High School | North Attleboro | MA | 08/2014 | 05/2018 |
| Kids Day Association | North Attleboro | MA | 08/2017 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-112175|OrgNmn:DoorDash|Org Addr:San Franci,California,US|OBA Nature:On-Demand Food Delivery Servic|Invst Rel:N|Title:Independent Contractor|Duties:Deliver food to customers|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|OBA-112225|OrgNmn:Little North Attleboro League|Org Addr:Attleboro ,Massachuse,US|OBA Nature:Baseball Umpire|Invst Rel:N|Title:Independent Contractor|Duties:Umpire Baseball Games|StrtDt:|TotHrs/mon:25|TrdHrs/mon:0|OBA-123084|OrgNmn:SidelineSwap|Org Addr:Boston,Massachuse,US|OBA Nature:Sports Equipment Resale|Invst Rel:N|Title:Independent Contractor|Duties:Assisting Event Coordinator with Data Entry for Sports Equipment the coordinator purchases|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-18 |
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