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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_RES | 2025-03-31 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Tukwila | WA | 07/2020 | 04/2021 |
| Fidelity Investments | Seattle | WA | 12/2023 | Present |
| Fidelity Brokerage Services Llc | Tukwila | WA | 05/2018 | 06/2019 |
| Fidelity Brokerage Services Llc | Tukwila | WA | 06/2019 | 07/2020 |
| Unemployed | Tacoma | WA | 01/2023 | 12/2023 |
| University Of Washington Tacoma | Tacoma | WA | 09/2015 | 06/2017 |
| Becu | Tukwila | WA | 05/2015 | 05/2018 |
| Fidelity Investments | Redmond | WA | 03/2022 | 01/2023 |
| Fmr Llc | Westlake | TX | 04/2021 | 03/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-23 |
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