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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 |
|---|---|---|---|
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 09/2022 | Present |
| Robert Half | Hartford | CT | 06/2022 | 09/2022 |
| Harkness Memorial State Park | Waterford | CT | 04/2016 | 06/2022 |
| Town Of Ledyard | Ledyard | CT | 08/2021 | 05/2022 |
| Aldi | South Windsor | CT | 06/2021 | 08/2021 |
| The Home Depot | Waterford | CT | 12/2020 | 03/2021 |
| Northwestern Mutual | New Haven | CT | 01/2019 | 02/2020 |
| Environmental Generation Llc | Quaker Hill | CT | 12/2016 | 12/2018 |
| Ivory Ella | Westerly | RI | 11/2017 | 12/2017 |
| University Of Connecticut | Hartford | CT | 01/2020 | 05/2022 |
| University Of Connecticut | Storrs | CT | 08/2017 | 05/2021 |
| Waterford High School | Waterford | CT | 08/2013 | 06/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-10 |
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