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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 |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 07/2020 | 02/2021 |
| Whole Foods | Wall | NJ | 05/2020 | 05/2020 |
| Amazon | Robinsville | NJ | 05/2020 | 06/2020 |
| Florida State University | Tallahassee | FL | 01/2017 | 05/2020 |
| Crum & Forster | Eatontown | NJ | 06/2019 | 08/2019 |
| Apple | Cupertino | CA | 07/2018 | 04/2019 |
| Whole Foods | Wall | NJ | 05/2017 | 08/2017 |
| Aerotek | Paramus | NJ | 05/2017 | 06/2017 |
| Pennsylvania State University | State College | PA | 06/2016 | 01/2017 |
| Disys | Salt Lake City | UT | 03/2021 | 04/2022 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 03/2021 | 04/2022 |
| Fidelity Investments | Belmar | NJ | 09/2022 | Present |
| Cookdash Inc | Belmar | NJ | 07/2022 | 09/2022 |
| Unemployed | Belmar | NJ | 04/2022 | 07/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-19 |
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