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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 |
|---|---|---|---|
| AZ | 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 |
|---|---|---|---|---|
| Sonic Drive In | Phoenix | AZ | 08/2017 | 11/2017 |
| Best Buy | Avondale | AZ | 10/2017 | 11/2017 |
| Year Up Organization | Phoenix | AZ | 01/2019 | 12/2019 |
| Arizona Army National Guard | Phoenix | AZ | 09/2016 | 02/2022 |
| Chilis Bar And Grill | Litchfield | AZ | 11/2017 | 04/2018 |
| Raising Canes Chicken Fingers | Avondale | AZ | 01/2016 | 08/2017 |
| Phoenix College | Phoenix | AZ | 07/2017 | 12/2018 |
| Unemployed | Phoenix | AZ | 04/2018 | 08/2018 |
| Compass Group | Phoenix | AZ | 03/2019 | 04/2019 |
| Dennys | Phoenix | AZ | 08/2018 | 12/2019 |
| Chipotle | Avondale | AZ | 09/2017 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 12/2019 | 05/2024 |
| Gateway Community College | Phoenix | AZ | 01/2019 | 12/2019 |
| Unemployed | Phoenix | AZ | 08/2017 | 09/2017 |
| Fidelity Investments | Phoenix | AZ | 05/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-20 |
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