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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 |
|---|---|---|---|
| NC | 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 | Durham | NC | 12/2021 | Present |
| Freed-Hardeman University | Henderson | TN | 08/2017 | 05/2021 |
| Northwestern Mutual | Jackson | TN | 06/2021 | 09/2021 |
| New Hope Church Of Christ | Trenton | TN | 10/2017 | 11/2021 |
| Colorado Online Virtual Academy | Pueblo | CO | 01/2010 | 05/2017 |
| Blackjack Pizza | Pueblo | CO | 05/2014 | 08/2017 |
| Southwest Church Of Christ | Pueblo | CO | 05/2019 | 08/2019 |
| House To House Heart To Heart | Henderson | TN | 06/2020 | 08/2020 |
| Domino's Pizza | Henderson | TN | 08/2020 | 05/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-21 |
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