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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
101 University Blvd Suite 100, 220 And 300, Denver, CO 80206-4631 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Denver | CO | 06/2021 | Present |
| Grand Elk Golf Club | Granby | CO | 04/2020 | 05/2021 |
| Rhodes College | Memphis | TN | 08/2017 | 05/2021 |
| Klein High School | Spring | TX | 08/2014 | 05/2017 |
| Sweetwater Pools | Houston | TX | 05/2014 | 08/2018 |
| Granby Ranch Golf Course | Granby | CO | 05/2021 | 06/2021 |
| Brian Rhames - Farmers Insurance | Houston | TX | 05/2018 | 08/2018 |
| Rhodes College | Memphis | TN | 06/2019 | 03/2020 |
| Insta Cart | Memphis | TN | 02/2021 | 04/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-29 |
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