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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
2060 Mackenzie Way, Cranberry Twp, PA 16066-5333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Oakmont | PA | 06/2020 | 06/2022 |
| Duquesne University | Pittsburgh | PA | 08/2016 | 05/2020 |
| Primary Health Network | Sharon | PA | 06/2019 | 08/2019 |
| Focus Life Institute | Hermitage | PA | 06/2019 | 08/2019 |
| Unemployed | Pittsburgh | PA | 05/2018 | 08/2018 |
| Medi-Rx | Poland | OH | 12/2017 | 01/2018 |
| Medi-Rx | Poland | OH | 05/2017 | 08/2017 |
| Medi-Rx | Poland | OH | 12/2016 | 01/2017 |
| Valic Financial Advisors, Inc. | Pittsburgh | PA | 08/2022 | 12/2023 |
| Agia | Houston | TX | 12/2022 | 12/2023 |
| Fidelity Investments | Cranberry Township | PA | 12/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-31 |
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