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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-17 |
| MO | RA | APPROVED | 2025-03-31 |
Branch Locations
16090 Swingley Ridge Rd Suite 100 - 300, Chesterfield, MO 63017-2064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Louisville | Louisville | KY | 01/2016 | 05/2020 |
| Unemployed | Louisville | KY | 05/2020 | 06/2020 |
| Northwestern Mutual Investment Services Llc | Chesterfield | MO | 10/2020 | 07/2021 |
| Ramana Madupalli | Chesterfield | MO | 06/2020 | 07/2021 |
| Gregory Lindsay | Chesterfield | MO | 11/2020 | 07/2021 |
| Andrew Mansfield | Chesterfield | MO | 04/2021 | 06/2021 |
| Stephanie Mansfield | Chesterfield | MO | 04/2021 | 06/2021 |
| Fidelity Investments | Chesterfield | MO | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-66507|OrgNmn:Bellerive Country Club|Org Addr:St. Louis,Missouri,US|OBA Nature:Country Club|Invst Rel:N|Title:Caddy|Duties:I will caddy at a country club on the weekends |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-17 |
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