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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

6326 Canoga Avenue, Woodland Hills, CA 91367-8037 • United States

Porter Ranch, CA • United States

6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215 • United States

One Destiny Way, Westlake, TX 76262-8103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 09/2021 04/2022
Chaminade College Preparatory West Hills CA 08/2013 05/2017
University Of Oregon Eugene OR 09/2017 06/2021
Peter Raney Custom Tailors Los Angeles CA 05/2019 09/2019
Wokcano Restaurants Los Angeles CA 06/2020 09/2020
Agi Accounting Los Angeles CA 11/2020 01/2021
Business Technology Center - Lundquist College Of Business Eugene OR 06/2018 06/2021
Unemployed Los Angeles CA 06/2017 08/2017
Fidelity Investments Los Angeles CA 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2021 → 04/2022
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2013 → 05/2017
    Chaminade College Preparatory
    West Hills, CA
  • 09/2017 → 06/2021
    University Of Oregon
    Eugene, OR
  • 05/2019 → 09/2019
    Peter Raney Custom Tailors
    Los Angeles, CA
  • 06/2020 → 09/2020
    Wokcano Restaurants
    Los Angeles, CA
  • 11/2020 → 01/2021
    Agi Accounting
    Los Angeles, CA
  • 06/2018 → 06/2021
    Business Technology Center - Lundquist College Of Business
    Eugene, OR
  • 06/2017 → 08/2017
    Unemployed
    Los Angeles, CA
  • 04/2022 → Present
    Fidelity Investments
    Los Angeles, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodland Hills, CA
    Westlake, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-28
S63 Uniform Securities Agent State Law Examination 2021-12-17
  • S65 Uniform Investment Adviser Law Examination
    2023-08-28
  • S63 Uniform Securities Agent State Law Examination
    2021-12-17
Other Names
  • Jaidin Tharanee
  • Jaidin Rajesh Tharanee

View on SEC IAPD

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