Best Investors Account Sign in
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

8 Montgomery St, San Francisco, CA 94104-4625 • United States

Novato, CA • 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
Fidelity Investments Jacksonville FL 09/2021 Present
Unemployed St Johns FL 07/2020 09/2021
Peerfit Inc Tampa FL 05/2020 06/2020
Unemployed Bradford NH 03/2020 05/2020
Peerfit Inc Tampa FL 11/2019 03/2020
Unemplyed Bradford NH 08/2019 10/2019
43 Degrees North Concord NH 05/2019 07/2019
Us Preventive Medicine Jacksonville FL 07/2015 04/2019
Fidelity Investments Boston MA 03/2025 Present
  • 09/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 07/2020 → 09/2021
    Unemployed
    St Johns, FL
  • 05/2020 → 06/2020
    Peerfit Inc
    Tampa, FL
  • 03/2020 → 05/2020
    Unemployed
    Bradford, NH
  • 11/2019 → 03/2020
    Peerfit Inc
    Tampa, FL
  • 08/2019 → 10/2019
    Unemplyed
    Bradford, NH
  • 05/2019 → 07/2019
    43 Degrees North
    Concord, NH
  • 07/2015 → 04/2019
    Us Preventive Medicine
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Francisco, CA
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-15
S63 Uniform Securities Agent State Law Examination 2022-03-28
  • S66 Uniform Combined State Law Examination
    2023-03-15
  • S63 Uniform Securities Agent State Law Examination
    2022-03-28
Other Names
  • Douglas Gordon Eliot Hyman

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in San Francisco, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor