Best Investors
Account
Sign in
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Jacksonville, FL • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apex Energy Solutions | Jacksonville | FL | 06/2020 | 04/2021 |
| Paramount Builders | Jacksonville | FL | 04/2020 | 05/2020 |
| Barrel Oak Winery Llc | Delaplane | VA | 09/2019 | 03/2020 |
| Christendom College | Front Royal | VA | 09/2017 | 05/2019 |
| Christendom College | Front Royal | VA | 08/2017 | 05/2019 |
| Christendom College | Front Royal | VA | 08/2018 | 05/2019 |
| Bacardi | Glasgow | 06/2018 | 08/2018 | |
| Heart Bar Ranch | Hereford | OR | 06/2017 | 08/2017 |
| Roy Rogers | Front Royal | VA | 01/2017 | 05/2017 |
| Mcdonald's | Jacksonville | FL | 06/2016 | 01/2017 |
| Unemployed | Unemployed | FL | 06/2019 | 08/2019 |
| Christendom College | Front Royal | VA | 08/2015 | 05/2019 |
| Instacart | Jacksonville | FL | 03/2020 | 03/2020 |
| Fidelity Investments | Jacksonville | FL | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-02 |
Reach out to this advisor