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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janus Management Holdings Corp. | Denver | CO | 08/2018 | 12/2019 |
| Janus Henderson Distributors | Denver | CO | 08/2018 | 12/2019 |
| Anheuser-Busch | Denver | CO | 11/2015 | 12/2019 |
| Erx Animal Health | Denver | CO | 08/2017 | 02/2018 |
| Vitae Usa | Lone Tree | CO | 12/2017 | 02/2018 |
| Hire Connections | Centennial | CO | 03/2018 | 08/2018 |
| Fidelity Brokerage Services, Llc | Greenwood Village | CO | 12/2019 | Present |
| Home Care Choice Inc. | Littleton | CO | 08/2017 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-03 |
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