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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-31 |
Branch Locations
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 04/2021 | 04/2022 |
| Arzon Development | Stillwater | OK | 11/2016 | 01/2017 |
| The Walt Disney Company | Orlando | FL | 02/2017 | 12/2020 |
| The Atherton Hotel At Oklahoma State University | Stillwater | OK | 07/2016 | 11/2016 |
| Fidelity Investments | Denver | CO | 05/2022 | Present |
| Lululemon | Lake Buena Vista | FL | 10/2020 | 11/2020 |
| Unemployed | Denver | CO | 01/2021 | 03/2021 |
| Oklahoma State University | Stillwater | OK | 08/2012 | 12/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-07 |
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