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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 06/2021 | 11/2021 |
| Cri Securities | St Paul | MN | 06/2021 | 11/2021 |
| Minnesota Life Insurance Co | St Paul | MN | 06/2021 | 11/2021 |
| North Star Resource Goup | Austin | TX | 06/2021 | 11/2021 |
| The University Of Texas At Austin | Austin | TX | 08/2018 | 05/2021 |
| Canyon High School | New Braunfels | TX | 08/2014 | 06/2018 |
| North Star Resource Group | Austin | TX | 01/2021 | 04/2021 |
| Fidelity Investments | Westlake | TX | 12/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-20 |
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