Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2026-04-17 |
Branch Locations
San Antonio, TX • United States
139 North Loop 1604 East Suite #103, San Antonio, TX 78232-1392 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | San Antonio | TX | 03/2026 | Present |
| Citigroup | San Antonio | TX | 05/2017 | 12/2017 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 06/2021 | 10/2022 |
| Wells Fargo Na | San Antonio | TX | 12/2017 | 10/2022 |
| Law Offices Of Javier Villarreal | Brownsville | TX | 04/2012 | 05/2017 |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 10/2022 | 03/2026 |
| J.P. Morgan Securities Llc | San Antonio | TX | 10/2022 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-13 |
Reach out to this advisor