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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable | Williamsville | NY | 01/2019 | 12/2022 |
| Equitable Advisors Llc | New York | NY | 03/2021 | 12/2022 |
| Akron Central School District | Akron | NY | 10/2016 | 11/2018 |
| Unemployed | Akron | NY | 07/2009 | 10/2016 |
| Fidelity Investments | Lockport | NY | 12/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-113322|OrgNmn:Tiktok page|Org Addr:Lockport,New York,US|OBA Nature:Social media|Invst Rel:N|Title:Creator|Duties:Post content|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-10 |
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