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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-14 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
West Hollywood, CA • United States
6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Na | Sarajevo | 11/2018 | 10/2019 | |
| Ubs Financial Services Inc. | Los Angeles | CA | 11/2020 | 09/2023 |
| Uc Santa Barbara | Santa Barbara | CA | 06/2017 | 09/2018 |
| N/A | N/A | CA | 01/2024 | 11/2024 |
| Unemployed | Los Angeles | CA | 04/2020 | 11/2020 |
| Fidelity Investments | Woodland Hills | CA | 11/2024 | Present |
| University Of Nevada,Reno | Reno | NV | 07/2015 | 06/2017 |
| N/A | N/A | CA | 09/2023 | 11/2023 |
| Na | Kouvola | 09/2018 | 11/2018 | |
| Na | Melbourne | 02/2020 | 03/2020 | |
| Seia Llc | Los Angeles | CA | 11/2023 | 01/2024 |
| Raptors 905 | Mississauga | 11/2019 | 11/2019 | |
| Ses Inc. | Los Angeles | CA | 11/2023 | 01/2024 |
| Brentwood School | Los Angeles | CA | 11/2019 | 02/2020 |
| Na | Sarajevo | 11/2018 | 10/2019 | |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-114436|OrgNmn:Brentwood School|Org Addr:Brentwood,California,US|OBA Nature:School|Invst Rel:N|Title:JV/Varsity Basketball Coach|Duties:Basketball Coach|StrtDt:11-04-24|TotHrs/mon:80|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-05 |
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