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 |
|---|---|---|---|
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 07/2021 | Present |
| Mccue Corporation | Danvers | MA | 03/2019 | 07/2021 |
| Verbatim Advisory Group | Waltham | MA | 11/2017 | 03/2019 |
| Newport Daily News | Newport | RI | 05/2017 | 09/2017 |
| Newport Helicopter Tours | Middletown | RI | 06/2016 | 09/2016 |
| Black Pearl | Newport | RI | 05/2011 | 09/2017 |
| University Of New Hampshire | Durham | NH | 08/2013 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-31 |
Reach out to this advisor