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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 01/2021 | 01/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 01/2021 | 01/2023 |
| Allied Wealth Partners | Manasquan | NJ | 01/2021 | 01/2023 |
| Nicolos Pizza | Old Bridge | NJ | 01/2014 | 05/2020 |
| Unemployed | Jamesburg | NJ | 05/2020 | 09/2020 |
| Hott Carls Pizza | Matawan | NJ | 09/2020 | 03/2023 |
| Fidelity Investments | Jamesburg | NJ | 03/2023 | Present |
| Door Dash | Jamesburg | NJ | 01/2023 | 03/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-97770|OrgNmn:Hott Carl's Pizza|Org Addr:Matawan,New Jersey,US|OBA Nature:Catering|Invst Rel:N|Title:Caterer|Duties:Make and serve Pizza|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-26 |
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