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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
3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540-5924 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walkers & Associates, Ameriprise Financial Llc. | Flemington | NJ | 08/2020 | 08/2022 |
| Raritan Valley Community College | Branchburg | NJ | 09/2018 | 12/2020 |
| Kohl'S Department Stores Inc. | Flemington | NJ | 11/2018 | 08/2019 |
| Delaware Valley Regional High School | Frenchtown | NJ | 04/2017 | 06/2018 |
| Frenchtown Inn | Frenchtown | NJ | 08/2016 | 04/2017 |
| Rutgers University | Newark | NJ | 01/2021 | 12/2022 |
| Fidelity Investments | Princeton | NJ | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-12 |
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