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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
NJ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Westampton, NJ • United States

3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540-5924 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2019 → 03/2021
    Pennington, NJ
  • 02/2016 → 10/2016
    Rita's Water Ice
    Levittown, PA
  • 04/2016 → 09/2019
    Starbucks
    Newtown, PA
  • 11/2018 → 06/2019
    Raymond James
    Jenkintown, PA
  • 01/2018 → 09/2019
    Lyft
    Bensalem, PA
  • 01/2018 → 09/2019
    Uber
    Bensalem, PA
  • 08/2015 → 08/2017
    Bucks County Community College
    Newtown, PA
  • 08/2017 → 06/2019
    Temple University
    Philadelphia, PA
  • 08/2015 → 03/2021
    Ebay
    West Ampton, NJ
  • 05/2020 → 03/2021
    Doordash
    Bensalem, PA
  • 03/2021 → 03/2021
    Uber Eats
    Bensalem, PA
  • 03/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

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|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-27
  • S66 Uniform Combined State Law Examination
    2020-07-27
Other Names
  • Ryan Michael Craft
  • Ryan Craft

View on SEC IAPD

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