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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 | 2026-01-13 |
| IL | RA | APPROVED | 2025-03-31 |
Branch Locations
1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pepsico | Elk Grove | IL | 05/2016 | 05/2017 |
| 9 Round | Northbrook | IL | 07/2017 | 09/2018 |
| Horace Mann Companies | Springfield | IL | 11/2018 | 03/2020 |
| Thrivent Investment Management Inc | Chicago | IL | 01/2023 | 08/2024 |
| Unemployed | Niles | IL | 03/2020 | 01/2022 |
| Family Construction Company | Niles | IL | 01/2022 | 04/2022 |
| Thrivent Financial | Appleton | WI | 04/2022 | 01/2023 |
| Fidelity Investments | Schaumburg | IL | 08/2024 | Present |
| Unemployed | Niles | IL | 06/2017 | 06/2017 |
| Unemployed | Niles | IL | 10/2018 | 10/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-17 |
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