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 | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 06/2019 | 02/2022 |
| Bank Of America, N.A. | Pasadena | CA | 06/2019 | 02/2022 |
| Chipotle Mexican Grill | Arcadia | CA | 03/2013 | 06/2017 |
| Pet Food Express | Pasadena | CA | 06/2017 | 03/2018 |
| Fun Company | Azuza | CA | 03/2018 | 06/2018 |
| Excalibur Enterprises | Glendale | CA | 06/2018 | 12/2018 |
| Wireless Advocates | Culver City | CA | 12/2018 | 06/2019 |
| Php Agency | Montebello | CA | 12/2018 | 04/2019 |
| Adecco Employment | West Covina | CA | 04/2019 | 05/2019 |
| Lkq | Monrovia | CA | 05/2019 | 06/2019 |
| Fidelity Investments | Arcadia | CA | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-17 |
Reach out to this advisor