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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-05-20
TX RA APPROVED 2026-05-20
  • TN RA
    APPROVED
    Since 2026-05-20
  • TX RA
    APPROVED
    Since 2026-05-20

Branch Locations

Kingston, TN • United States

11513 Parkside Drive, Knoxville, TN 37934-1976 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Scottsdale AZ 04/2020 01/2022
The Church Of Jesus Christ Of Latter-Day Saints Missionary Ctr Provo UT 01/2015 01/2017
Desert Financial Credit Union Mesa AZ 08/2019 04/2020
Unemployed Kingston TN 09/2025 04/2026
Raymond James Financial Services Advisors, Inc. Scottsdale AZ 04/2022 12/2022
Fidelity Investments Knoxville TN 04/2026 Present
Raymond James Financial Services, Inc. Scottsdale AZ 01/2022 12/2022
Fyzical Spine, Orthopedic, And Sports Physical Therapy Orem UT 04/2016 01/2017
Brigham Young University Provo UT 01/2015 01/2017
Aspen Physical Therapy Gilbert AZ 01/2017 07/2017
Fidelity Investments Salt Lake City UT 12/2022 09/2025
Desert Financial Wealth Management Scottsdale AZ 01/2022 12/2022
Desert Financial Credit Union Mesa AZ 07/2017 01/2019
Pinto Creek Ranches Eloy AZ 05/2019 08/2019
Boat Rentals Of America Tempe AZ 01/2019 05/2019
Scottsdale Community College Scottsdale AZ 01/2018 01/2019
  • 04/2020 → 01/2022
    Raymond James Financial Services, Inc.
    Scottsdale, AZ
  • 01/2015 → 01/2017
    The Church Of Jesus Christ Of Latter-Day Saints Missionary Ctr
    Provo, UT
  • 08/2019 → 04/2020
    Desert Financial Credit Union
    Mesa, AZ
  • 09/2025 → 04/2026
    Unemployed
    Kingston, TN
  • 04/2022 → 12/2022
    Scottsdale, AZ
  • 04/2026 → Present
    Fidelity Investments
    Knoxville, TN
  • 01/2022 → 12/2022
    Raymond James Financial Services, Inc.
    Scottsdale, AZ
  • 04/2016 → 01/2017
    Fyzical Spine, Orthopedic, And Sports Physical Therapy
    Orem, UT
  • 01/2015 → 01/2017
    Brigham Young University
    Provo, UT
  • 01/2017 → 07/2017
    Aspen Physical Therapy
    Gilbert, AZ
  • 12/2022 → 09/2025
    Fidelity Investments
    Salt Lake City, UT
  • 01/2022 → 12/2022
    Desert Financial Wealth Management
    Scottsdale, AZ
  • 07/2017 → 01/2019
    Desert Financial Credit Union
    Mesa, AZ
  • 05/2019 → 08/2019
    Pinto Creek Ranches
    Eloy, AZ
  • 01/2019 → 05/2019
    Boat Rentals Of America
    Tempe, AZ
  • 01/2018 → 01/2019
    Scottsdale Community College
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-01
  • S66 Uniform Combined State Law Examination
    2022-04-01
Other Names
  • Connor Riggs Boynton

View on SEC IAPD

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