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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 06/2018 | 12/2019 |
| Natural Energy Solar | San Diego | CA | 10/2014 | 11/2016 |
| Unemployeed | San Diego | CA | 08/2017 | 05/2018 |
| Bank Of America, N.A. | San Diego | CA | 06/2018 | 12/2019 |
| Fidelity Brokerage Services Llc | Tukwila | WA | 08/2020 | Present |
| Booxkeeping Corp | San Diego | CA | 12/2016 | 07/2017 |
| Unemployed | San Diego | CA | 01/2020 | 08/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-128614|OrgNmn:Muvmet |Org Addr:Austin,Texas,US|OBA Nature:Movement, dance, fitness, yoga|Invst Rel:N|Title:Independent Contractor|Duties:I will be teaching yoga, resistance training and stretching |StrtDt:03-30-26|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-23 |
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