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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Jacksonville, FL • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homemaker | San Deigo | CA | 10/2009 | 01/2019 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 01/2019 | 01/2020 |
| First Command Brokerage Services | Fort Worth | TX | 01/2020 | 08/2022 |
| First Command Advisory Services | Fort Worth | TX | 01/2020 | 08/2022 |
| First Command Insurance Services | Fort Worth | TX | 01/2020 | 08/2022 |
| Amazon Flex | Jacksonville | FL | 07/2022 | 08/2022 |
| Fidelity Investments | Jacksonville | FL | 08/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-91367|OrgNmn:Tik Tok |Org Addr:Culver Cit,California,US|OBA Nature:I talk about life nothing inve|Invst Rel:N|Title:Live Host|Duties:Just go live and post videos |StrtDt:01-21-22|TotHrs/mon:30|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-30 |
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