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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Marine Corps | Warner Robins | GA | 06/2013 | 08/2017 |
| United States Army National Guard | Statesboro | GA | 09/2017 | 08/2022 |
| Georgia Southern University | Statesboro | GA | 01/2015 | 05/2019 |
| First Command | Fort Worth | TX | 07/2019 | 11/2020 |
| First Command Brokerage Services | Fort Worth | TX | 11/2020 | 08/2022 |
| First Command Advisory Services | Fort Worth | TX | 11/2020 | 08/2022 |
| First Command Insurance Services | Fort Worth | TX | 11/2020 | 08/2022 |
| Fidelity Investments | Villa Rica | GA | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-07 |
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