Best Investors
Account
Sign in
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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-07 |
Branch Locations
398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398 • United States
Milpitas, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Happy Homes Cleaning Company | Denver | CO | 01/2018 | 03/2018 |
| Drive Time | Denver | CO | 07/2015 | 11/2017 |
| Nissan | Aurora | CO | 06/2018 | 09/2018 |
| Fidelity Investments | Greenwood Village | CO | 02/2019 | 06/2020 |
| Robinhood Llc | Denver | CO | 06/2020 | 08/2022 |
| Mile High Honda | Denver | CO | 09/2018 | 01/2019 |
| Autonation | Northglenn | CO | 04/2018 | 06/2018 |
| Unemployed | Denver | CO | 08/2022 | 10/2022 |
| Tru Green | Westminister | CO | 03/2018 | 04/2018 |
| Unemployed | Denver | CO | 11/2017 | 03/2018 |
| Eden Gardens Rental | Denver | CO | 10/2022 | 02/2026 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2023 | 01/2026 |
| Northwestern Mutual Investment Services Llc | Greenwood Village | CO | 05/2023 | 01/2026 |
| Masterworks | Denver | CO | 05/2023 | 02/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2023 | 01/2026 |
| Fidelity Investments | Sunnyvale | CA | 02/2026 | Present |
OBA-127393|OrgNmn:Eden Gardens Rental|Org Addr:Denver,Colorado,US|OBA Nature:Mid and long-term rental, focu|Invst Rel:Y|Title:Sole Proprietor|Duties:Oversight of property management and maintenance|StrtDt:02-16-26|TotHrs/mon:30|TrdHrs/mon:15|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-17 |
Reach out to this advisor