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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fairfield College Preparatory School | Fairfield | CT | 09/2019 | 05/2020 |
| Fairfield University Academic And Career Development Center | Fairfield | CT | 10/2018 | 05/2019 |
| Ridgewood Country Club | Paramus | NJ | 06/2013 | 08/2019 |
| Erik Sports | Andover | NJ | 06/2017 | 08/2019 |
| Fairfield University | Fairfield | CT | 09/2016 | 05/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2020 | 05/2021 |
| Fidelity Investments | Merrimack | NH | 05/2021 | Present |
| Florence University Of The Arts | Florence | 01/2019 | 05/2019 | |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-27 |
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