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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
American Fork, UT • United States
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase | Provo | UT | 01/2020 | 06/2021 |
| Entrata Leasing Center | Lindon | UT | 05/2019 | 01/2020 |
| Response Marketing Group | Lindon | UT | 01/2019 | 05/2019 |
| Tractor Homes | Bullhead City | AZ | 10/2018 | 01/2019 |
| The Church Of Jesus Christ Of Latter Day Saints | Mexico City | 10/2016 | 10/2018 | |
| Bullhead City Recreational Department | Bullhead City | UT | 10/2015 | 10/2016 |
| Clark Eyecare | Bullhead City | AZ | 08/2015 | 10/2016 |
| Fidelity Investments | American Fork | UT | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-20 |
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