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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 11/2006 | 11/2021 |
| Bank Of America, N.A. | Pennington | NJ | 12/2020 | 11/2021 |
| Fidelity Investments | Jacksonville | FL | 11/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-101631|OrgNmn:Grab4less Flavored Teas|Org Addr:Trenton,New Jersey,US|OBA Nature:I sell flavored green tea, coo|Invst Rel:N|Title:Sole Proprietor|Duties:selling tea and coffee|StrtDt:08-10-23|TotHrs/mon:60|TrdHrs/mon:0|OBA-64478|OrgNmn:Grab4less|Org Addr:Hamilton,New Jersey,US|OBA Nature:selling Green Teas and Toys on|Invst Rel:N|Title:Sole Proprietor|Duties:buying green tea at wholesale and selling in amazon|StrtDt:|TotHrs/mon:90|TrdHrs/mon:0|OBA-64480|OrgNmn:My Unique Savings|Org Addr:Trenton,New Jersey,US|OBA Nature:Affiliate Marketing on the web|Invst Rel:N|Title:Sole Proprietor|Duties:marketing products for name brand stores|StrtDt:04-05-11|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-27 |
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