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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 |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-31 |
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Cincinnati, OH • United States
3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W&S Brokerage | Cincinnati | OH | 07/2021 | 06/2022 |
| Western Southern Life | Loveland | OH | 06/2021 | 09/2022 |
| University Of Dayton | Dayton | OH | 08/2020 | 05/2021 |
| Nehemiah Manufacturing Co. | Cincinnati | OH | 12/2019 | 01/2020 |
| Campus Callers | Cincinnati | OH | 08/2019 | 03/2020 |
| Kemba Credit Union, Inc. | Cincinnati | OH | 06/2019 | 06/2020 |
| Neumann Golf Course | Cincinnati | OH | 06/2017 | 08/2018 |
| Three Rivers Swim Club | Cincinnati | OH | 06/2015 | 08/2019 |
| Elder High School | Cincinnati | OH | 06/2013 | 06/2017 |
| Fidelity Investments | Cincinnati | OH | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-22 |
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