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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-13
IL RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • IL RA
    APPROVED
    Since 2025-03-31

Branch Locations

Chicago, IL • United States

1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2016 → 05/2017
    Pepsico
    Elk Grove, IL
  • 07/2017 → 09/2018
    9 Round
    Northbrook, IL
  • 11/2018 → 03/2020
    Horace Mann Companies
    Springfield, IL
  • 01/2023 → 08/2024
    Chicago, IL
  • 03/2020 → 01/2022
    Unemployed
    Niles, IL
  • 01/2022 → 04/2022
    Family Construction Company
    Niles, IL
  • 04/2022 → 01/2023
    Thrivent Financial
    Appleton, WI
  • 08/2024 → Present
    Fidelity Investments
    Schaumburg, IL
  • 06/2017 → 06/2017
    Unemployed
    Niles, IL
  • 10/2018 → 10/2018
    Unemployed
    Niles, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-31
S63 Uniform Securities Agent State Law Examination 2019-06-17
  • S66 Uniform Combined State Law Examination
    2022-05-31
  • S63 Uniform Securities Agent State Law Examination
    2019-06-17

View on SEC IAPD

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