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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
1518 6Th Ave, Seattle, WA 98101-1706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Agility Avl | Fife | WA | 02/2020 | 08/2021 |
| Pro Grade Enterprises | Easton | WA | 06/2019 | 02/2020 |
| Burien Chevrolet | Burien | WA | 06/2018 | 12/2018 |
| Cedar River Dog Farm | Maple Valley | WA | 02/2016 | 06/2018 |
| Full Time Student | Maple Valley | WA | 09/2005 | 06/2018 |
| Fidelity Investments | Seattle | WA | 08/2021 | Present |
| Full Time Student | Maple Valley | WA | 12/2018 | 06/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-128507|OrgNmn:Revive Homes NW LLC|Org Addr:Sumner,Washington,US|OBA Nature:Buying, renovating and selling|Invst Rel:Y|Title:Owner|Duties:Occasional phone calls or emails with contractors or lenders. Site walks with contractors as needed|StrtDt:03-17-26|TotHrs/mon:30|TrdHrs/mon:5|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-25 |
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