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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 |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-31 |
| OH | 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 08/2019 | Present |
| Unemployed | Cincinnati | OH | 07/2019 | 08/2019 |
| Veritude Llc | Covington | KY | 01/2019 | 07/2019 |
| Unemployed | Cincinnati | OH | 07/2018 | 01/2019 |
| United Macedonian Diaspora/Generation M | Cincinnati | OH | 03/2016 | 07/2018 |
| Marcus & Millichap | Cincinnati | OH | 06/2017 | 02/2018 |
| Unemployed | Cincinnati | OH | 05/2017 | 06/2017 |
| David Project | Columbus | OH | 08/2016 | 04/2017 |
| The Ohio State University Libraries | Columbus | OH | 09/2016 | 04/2017 |
| The Ohio State University | Columbus | OH | 08/2013 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-117589|OrgNmn:St. Ilija Macedonian Orthodox Church|Org Addr:Cincinnati,Ohio,US|OBA Nature:non-for-profit religious organ|Invst Rel:Y|Title:President|Duties:organizing church/social functions, regular maintenance and upkeep of church facilities, paying bills|StrtDt:03-23-25|TotHrs/mon:40|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-06 |
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