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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-14
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-04-14
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

West Hollywood, CA • United States

6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2018 → 10/2019
    Na
    Sarajevo
  • 11/2020 → 09/2023
    Los Angeles, CA
  • 06/2017 → 09/2018
    Uc Santa Barbara
    Santa Barbara, CA
  • 01/2024 → 11/2024
    N/A
    N/A, CA
  • 04/2020 → 11/2020
    Unemployed
    Los Angeles, CA
  • 11/2024 → Present
    Fidelity Investments
    Woodland Hills, CA
  • 07/2015 → 06/2017
    University Of Nevada,Reno
    Reno, NV
  • 09/2023 → 11/2023
    N/A
    N/A, CA
  • 09/2018 → 11/2018
    Na
    Kouvola
  • 02/2020 → 03/2020
    Na
    Melbourne
  • 11/2023 → 01/2024
    Seia Llc
    Los Angeles, CA
  • 11/2019 → 11/2019
    Raptors 905
    Mississauga
  • 11/2023 → 01/2024
    Ses Inc.
    Los Angeles, CA
  • 11/2019 → 02/2020
    Brentwood School
    Los Angeles, CA
  • 11/2018 → 10/2019
    Na
    Sarajevo
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodland Hills, CA
  • 2023-11-06 → 2024-01-04
    Los Angeles, CA
  • 2021-05-05 → 2023-10-16
    Los Angeles, CA
Other Businesses

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|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-05
  • S66 Uniform Combined State Law Examination
    2021-05-05
Other Names
  • Leland King
  • Leland Cameron King
  • Leland Cameron King

View on SEC IAPD

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