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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 | 2025-03-31 |
Branch Locations
139 North Loop 1604 East Suite #103, San Antonio, TX 78232-1392 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank Na | San Antonio | TX | 09/2013 | 12/2018 |
| Texas Army National Guard | Austin | TX | 08/2012 | 08/2018 |
| Jp Morgan Securities, Llc | San Antonio | TX | 12/2018 | 06/2019 |
| Usaa Financial Advisors, Inc. | San Antonio | TX | 06/2019 | 09/2020 |
| Strategic Staffing Solutions | San Antonio | TX | 05/2019 | 06/2021 |
| Cuellar & Associates | San Antonio | TX | 10/2020 | 06/2021 |
| Royal Alliance Associates, Inc. | San Antonio | TX | 10/2020 | 06/2021 |
| Fidelity Investments | San Antonio | TX | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-20 |
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