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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
San Francisco, CA • United States
8 Montgomery St, San Francisco, CA 94104-4625 • United States
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 |
|---|---|---|---|---|
| Sweet Temptations Cafe, Colorado State University | Fort Collins | CO | 08/2017 | 05/2020 |
| Momo'S Restaurant | Walnut Creek | CA | 06/2017 | 08/2018 |
| Steve And Kate'S Camp | Walnut Creek | CA | 06/2019 | 08/2019 |
| Lafayette Physical Therapy | Lafayette | CA | 08/2020 | 02/2021 |
| Unemployed | Fort Collins | CO | 12/2015 | 06/2017 |
| Unemployed | Cork | 01/2019 | 06/2019 | |
| Fidelity Investments | Denver | CO | 04/2021 | Present |
| Colorado Sate University | Fort Collins | CO | 08/2016 | 05/2020 |
| University College Cork | Cork | 01/2019 | 05/2019 | |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-24 |
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