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CRD 7441544
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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-17 |
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