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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-11 |
| TX | RA | APPROVED | 2025-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verizon Wireless | Linden | NJ | 07/2016 | 08/2019 |
| Russell Cellular | Linden | NJ | 11/2020 | 07/2021 |
| Fidelity Investments | Greenwood Village | CO | 07/2021 | 06/2023 |
| Middlesex County College | Edison | NJ | 01/2015 | 07/2018 |
| Rutgers | Newark | NJ | 09/2018 | 05/2020 |
| Unemployment | Avenel | NJ | 05/2020 | 11/2020 |
| Fidelity Investments | Trenton | NJ | 10/2024 | Present |
| Montclair State | Montclair | NJ | 06/2013 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-08 |
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