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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

12532 Memorial Drive, Houston, TX 77024-6000 • United States

Houston, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Purshe Kaplan Sterling Investments Albany NY 07/2021 02/2022
Thrivent Advisor Network Dba 49 Financial Austin TX 12/2020 02/2022
Texas A&M University College Station TX 01/2019 06/2021
Amazon Grapevine TX 04/2020 01/2021
Blinn College Bryan TX 08/2017 01/2019
Salado High School Salado TX 05/2013 08/2017
Fidelity Investments Austin TX 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → 02/2022
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 12/2020 → 02/2022
    Thrivent Advisor Network Dba 49 Financial
    Austin, TX
  • 01/2019 → 06/2021
    Texas A&M University
    College Station, TX
  • 04/2020 → 01/2021
    Amazon
    Grapevine, TX
  • 08/2017 → 01/2019
    Blinn College
    Bryan, TX
  • 05/2013 → 08/2017
    Salado High School
    Salado, TX
  • 03/2022 → Present
    Fidelity Investments
    Austin, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-23
S63 Uniform Securities Agent State Law Examination 2021-05-05
  • S66 Uniform Combined State Law Examination
    2022-06-23
  • S63 Uniform Securities Agent State Law Examination
    2021-05-05
Other Names
  • Noah Barker
  • Noah Thomas Robert Barker

View on SEC IAPD

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