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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 04/2021 | Present |
| Fred Meyer Jewelers (A Division Of The Kroger Company) | Houston | TX | 03/2018 | 05/2020 |
| Unemployed | Houston | TX | 06/2020 | 03/2021 |
| Fred Meyer Jewelers (A Division Of The Kroger Company) | Dallas | TX | 03/2015 | 03/2018 |
| West Texas A&M University | Online | TX | 08/2017 | 08/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-26 |
Reach out to this advisor