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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
405 Cochituate Road, Framingham, MA 01701-4648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 06/2021 | Present |
| Stop It Goaltending | Woburn | MA | 06/2020 | 05/2021 |
| Opexengine | Waltham | MA | 06/2019 | 03/2020 |
| Proambitions Hockey Inc. | Tewksbury | MA | 06/2018 | 06/2020 |
| Golf Galaxy | Burlington | MA | 05/2016 | 06/2018 |
| Southern New Hampshire University | Manchester | NH | 06/2016 | 04/2018 |
| Bentley University | Waltham | MA | 08/2018 | 12/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-03 |
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