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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 |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-31 |
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Cincinnati, OH • United States
100 Howe Drive, Covington, KY 41015-5000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Menards | Cincinnati | OH | 12/2015 | 10/2016 |
| Nanny Belle'S Ice Cream | Cincinnati | OH | 07/2016 | 01/2018 |
| Village Of Evendale Service Department | Cincinnati | OH | 05/2018 | 08/2019 |
| Ameritas Insurance Company | Cincinnati | OH | 01/2020 | 05/2020 |
| Tri-State Coatings And Repairs | Lebanon | OH | 06/2020 | 08/2020 |
| Xavier University Office Of The Bursar | Cincinnati | OH | 08/2017 | 05/2021 |
| Fidelity Investments | Covington | KY | 05/2021 | Present |
| Saint Xavier High School | Cincinnati | OH | 08/2014 | 05/2017 |
| Xavier University | Cincinnati | OH | 08/2017 | 05/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-01 |
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