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CRD 7192151
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 | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
Charlottesville, VA • United States
11114 West Broad St, Glen Allen, VA 23060-5813 • United States
Charlottesville, VA • United States
11114 West Broad St, Glen Allen, VA 23060-5813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kendra Scott | Charlottesville | VA | 12/2018 | 08/2019 |
| Prince Michel Winery | Charlottesville | VA | 08/2018 | 12/2018 |
| Cuff Daddy, Llc | North Potomac | MD | 08/2014 | 08/2018 |
| Gettysburg College | Gettysburg | PA | 08/2013 | 05/2017 |
| Csaac | Montgomery Village | MD | 03/2018 | 06/2018 |
| Tempsplus Inc | Ashburn | VA | 10/2017 | 07/2018 |
| Gettysburg College Psychology Department | Gettysburg | PA | 08/2015 | 05/2017 |
| Gettysburg College Psychology Department | Gettysburg | PA | 07/2017 | 07/2018 |
| Fidelity Brokerage Services Llc | Glen Allen | VA | 09/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-17 |
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