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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 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1356 Third Avenue, New York, NY 10075-0461 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stribling And Associates | New York | NY | 12/2017 | 04/2019 |
| Kravet | New York | NY | 04/2017 | 01/2019 |
| Himatsingka Usa | New York | NY | 08/2016 | 02/2017 |
| The G Stop Llc | New York | NY | 05/2010 | 05/2019 |
| Homemaker | New York | NY | 08/2013 | 05/2019 |
| Unemployed | New York | NY | 02/2017 | 04/2017 |
| Entertainment Partners Services Llc | New York | NY | 02/2019 | 04/2019 |
| Modern Nephrology & Transplant | West Orange | NJ | 04/2016 | 09/2016 |
| Entertainment Partners Enterprises Ltd | Burbank | CA | 01/2016 | 12/2016 |
| Fidelity Brokerage Services Llc | New York | NY | 05/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-23 |
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