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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Westampton, NJ • United States
3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540-5924 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 10/2019 | 03/2021 |
| Rita's Water Ice | Levittown | PA | 02/2016 | 10/2016 |
| Starbucks | Newtown | PA | 04/2016 | 09/2019 |
| Raymond James | Jenkintown | PA | 11/2018 | 06/2019 |
| Lyft | Bensalem | PA | 01/2018 | 09/2019 |
| Uber | Bensalem | PA | 01/2018 | 09/2019 |
| Bucks County Community College | Newtown | PA | 08/2015 | 08/2017 |
| Temple University | Philadelphia | PA | 08/2017 | 06/2019 |
| Ebay | West Ampton | NJ | 08/2015 | 03/2021 |
| Doordash | Bensalem | PA | 05/2020 | 03/2021 |
| Uber Eats | Bensalem | PA | 03/2021 | 03/2021 |
| Fidelity Investments | Merrimack | NH | 03/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-122988|OrgNmn:TCGPlayer Store|Org Addr:Westampton,New Jersey,US|OBA Nature:Sells trading cards|Invst Rel:N|Title:Sole Proprietor|Duties:Listing/selling/shipping trading cards|StrtDt:08-25-25|TotHrs/mon:10|TrdHrs/mon:0|OBA-18669|OrgNmn:eBay Sales|Org Addr:Westampton,New Jersey,US|OBA Nature:I sell various items on my eBa|Invst Rel:N|Title:Seller|Duties:I sell my personal items on eBay sometimes, if I can not find a local buyer.|StrtDt:05-01-15|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-27 |
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