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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Albany | NY | 10/2019 | 01/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2016 | 01/2017 |
| Edgartown Yacht Club | Edgartown | MA | 05/2017 | 09/2017 |
| Island House Bar And Grill | Oak Bluffs | MA | 07/2017 | 08/2017 |
| Suny Geneseo | Geneseo | NY | 09/2017 | 12/2018 |
| Suny Geneseo | Geneseo | NY | 09/2017 | 05/2019 |
| The Port Bar And Grill | Newport | RI | 06/2018 | 08/2018 |
| Suny Geneseo | Geneseo | NY | 08/2015 | 05/2019 |
| Unemployed | Selkirk | NY | 05/2019 | 09/2019 |
| Goldman Sachs & Co. Llc | Cohoes | NY | 01/2021 | 07/2023 |
| Unemployed | South Boston | MA | 07/2023 | 12/2023 |
| Fideilty Investments | Merrimack | NH | 12/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-13 |
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