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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
401 N. Michigan Ave Ste 100, Chicago, IL 60611-2200 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2018 | Present |
| Mongo Mcmichael's | Romeoville | IL | 09/2009 | 09/2017 |
| Flyer Enterprises/Artstreet Cafe | Dayton | OH | 09/2014 | 05/2018 |
| Aflac Inc. | Chicago | IL | 06/2017 | 08/2017 |
| University Of Dayton | Dayton | OH | 08/2017 | 05/2018 |
| Unemployed | Dayton | OH | 06/2018 | 08/2018 |
| Fidelity Investments | Chicago | IL | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-28 |
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