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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 |
|---|---|---|---|
| FL | 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 |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 06/2020 | Present |
| Hurricane Grill And Wings | Jacksonville | FL | 05/2015 | 03/2020 |
| Select Media | Jacksonville | FL | 04/2008 | 06/2020 |
| Jacksonville University | Jacksonville | FL | 08/2015 | 06/2020 |
| Gemstone Media | Jacksonville | FL | 12/2019 | 06/2020 |
| University Of Florida Athletic Association | Gainsville | FL | 11/2019 | 06/2020 |
| Ming Entertainment | Jacksonville | FL | 09/2019 | 06/2020 |
| Program Productions | Jacksonville | FL | 09/2019 | 06/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-15393|OrgNmn:Freelance Broadcast|Org Addr:Jacksonvil,Florida,US|OBA Nature:Sports Broadcast Production|Invst Rel:N|Title:Freelance Utility, Freelance Came|Duties:Freelance utility, camera/replay/graphics operator for sports broadcasts|StrtDt:08-10-20|TotHrs/mon:18|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-09 |
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