Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
100 New Millennium Way, Durham, NC 27709-8204 • United States
Cameron, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gentle Harvest | Marshall | VA | 01/2019 | 01/2020 |
| Little Red Caboose | San Antonio | TX | 03/2018 | 06/2018 |
| New Hampshire Army National Guard | Concord | NH | 05/2017 | 11/2017 |
| New Hampshire Army National Guard | Concord | NH | 03/2013 | 05/2017 |
| Fidelity Investments Llc | Merrimack | NH | 04/2020 | Present |
| George Mason University | Fairfax | VA | 01/2019 | 12/2019 |
| University Of Texas At San Antonio | San Antonio | TX | 01/2018 | 09/2019 |
| Unemployment | Londonderry | NH | 02/2020 | 04/2020 |
| Unemployed | Hume | VA | 07/2018 | 01/2019 |
| Unemployed | San Antonio | TX | 12/2017 | 01/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-07 |
Reach out to this advisor