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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | San Antonio | TX | 08/2000 | 12/2020 |
| Unemployed | San Antonio | TX | 12/2020 | 03/2021 |
| Heb | San Antonio | TX | 03/2020 | 01/2021 |
| Networth Realty | San Antonio | TX | 03/2021 | 08/2021 |
| The Champion Group | San Antonio | TX | 09/2021 | 03/2022 |
| Fidelity Investments | San Antonio | TX | 04/2022 | Present |
| Spawglass | Selma | TX | 06/2016 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-11 |
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