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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Georgia | Athens | GA | 08/2013 | 12/2016 |
| Fis Global | Atlanta | GA | 01/2017 | 07/2019 |
| Unemployed | Calhoun | GA | 08/2019 | 02/2020 |
| Bloom Billing And Accounting | Calhoun | GA | 03/2020 | 11/2020 |
| New York Life Insurance Company | Atlanta | GA | 11/2020 | 04/2021 |
| Nylife Securities Llc | Atlanta | GA | 01/2021 | 04/2021 |
| Fidelity Investments | Duluth | GA | 05/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-06 |
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