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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
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 |
|---|---|---|---|---|
| Fidelity National Information Systems | San Antonio | TX | 08/2019 | 12/2019 |
| Frost Investments | San Antonio | TX | 10/2025 | 12/2025 |
| Victory Capital Management | San Antonio | TX | 01/2020 | 10/2024 |
| Fidelity Investments | San Antonio | TX | 01/2026 | Present |
| Unemployed | San Antonio | TX | 11/2024 | 09/2025 |
| Usaa Imco | San Antonio | TX | 08/1998 | 07/2019 |
| Fidelity Brokerage Services Llc | San Antonio | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-20 |
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