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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2026-05-20 |
| TX | RA | APPROVED | 2026-05-20 |
Branch Locations
11513 Parkside Drive, Knoxville, TN 37934-1976 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-01 |
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