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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 | 2025-09-02 |
| WA | RA | APPROVED | 2025-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonald's | Lake Tapps | WA | 01/2016 | 01/2018 |
| Lowe's Home Improvement | Bonney Lake | WA | 12/2020 | 02/2021 |
| Synology Incorporated | Kent | WA | 02/2020 | 10/2020 |
| Sprint | Auburn | WA | 09/2019 | 02/2020 |
| Round Table Pizza | Auburn | WA | 01/2018 | 01/2019 |
| Sumner High School | Sumner | WA | 09/2013 | 06/2018 |
| Coding Dojo Bootcamp | Bellevue | WA | 01/2019 | 05/2019 |
| Unemployed | Renton | WA | 03/2021 | 09/2021 |
| Equitable Advisors, Llc | New York | NY | 10/2021 | 12/2021 |
| Unemployed | Lake Tapps | WA | 06/2019 | 08/2019 |
| Unemployed | Sumner | WA | 11/2020 | 11/2020 |
| Fidelity Investments | Covington | KY | 12/2021 | Present |
OBA-119916|OrgNmn:Celestial Prints|Org Addr:Renton,Washington,US|OBA Nature:3d printing and selling|Invst Rel:N|Title:President|Duties:Managing prints, models. Selling online, marketing and shipping.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-18 |
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