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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

New York, NY • United States

1356 Third Avenue, New York, NY 10075-0461 • United States

320 Park Avenue, New York, NY 10022-6815 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2017 → 04/2019
    Stribling And Associates
    New York, NY
  • 04/2017 → 01/2019
    Kravet
    New York, NY
  • 08/2016 → 02/2017
    Himatsingka Usa
    New York, NY
  • 05/2010 → 05/2019
    The G Stop Llc
    New York, NY
  • 08/2013 → 05/2019
    Homemaker
    New York, NY
  • 02/2017 → 04/2017
    Unemployed
    New York, NY
  • 02/2019 → 04/2019
    Entertainment Partners Services Llc
    New York, NY
  • 04/2016 → 09/2016
    Modern Nephrology & Transplant
    West Orange, NJ
  • 01/2016 → 12/2016
    Entertainment Partners Enterprises Ltd
    Burbank, CA
  • 05/2019 → Present
    Fidelity Brokerage Services Llc
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-18
S63 Uniform Securities Agent State Law Examination 2019-09-23
  • S66 Uniform Combined State Law Examination
    2021-10-18
  • S63 Uniform Securities Agent State Law Examination
    2019-09-23
Other Names
  • Helen Tullah Williams
  • Helen Tullah Elmiger
  • Helen Elmiger

View on SEC IAPD

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