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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_RES | 2025-12-02 |
| IL | RA | APPROVED | 2025-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jwc Partners | Chicago | IL | 04/2018 | 08/2018 |
| Smith Blake Hill Llc | Chicago | IL | 10/2020 | 12/2020 |
| Unemployed | Chicago | IL | 11/2023 | 06/2024 |
| Charles Schwab & Co., Inc. | Chicago | IL | 06/2021 | 11/2023 |
| Unemployed | Winnetka | IL | 06/2020 | 05/2021 |
| Indiana University - Bloomington | Bloomington | IN | 08/2015 | 05/2020 |
| Fidelity Investments | Westlake | TX | 06/2024 | Present |
| Wilmette Park District | Wilmette | IL | 05/2016 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-15 |
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