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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 09/2021 | Present |
| Mfs Investment Management | Quincy | MA | 06/2021 | 08/2021 |
| Lifetime Athletic | Westwood | MA | 12/2020 | 06/2021 |
| Unemployed | Randolph | MA | 06/2020 | 12/2020 |
| Amazon Inc. | Stoughton | MA | 03/2020 | 05/2020 |
| Boston Sports Clubs | Watertown | MA | 02/2020 | 05/2020 |
| Lasell University | Auburndale | MA | 06/2016 | 05/2020 |
| Lasell University Paces | Auburndale | MA | 02/2017 | 04/2020 |
| Babson Strength And Conditioning | Wellesley | MA | 01/2020 | 03/2020 |
| Marathon Physical Therapy | Newton | MA | 09/2019 | 12/2019 |
| Ymca Of Chinatown | Boston | MA | 06/2017 | 09/2017 |
| Ymca Of Chinatown | Boston | MA | 06/2016 | 09/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-04 |
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