Best Investors
Account
Sign in
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 |
|---|---|---|---|
| FL | 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bradenton | FL | 11/2019 | 08/2021 |
| Img Academy | Bradenton | FL | 03/2019 | 11/2019 |
| Braden River Soccer Club | Lakewood Ranch | FL | 07/2018 | 03/2019 |
| Irsa | Vero | FL | 07/2017 | 07/2018 |
| Osu Soccer Camps | Stillwater | OK | 06/2017 | 07/2017 |
| Washburn University | Topeka | KS | 02/2017 | 05/2017 |
| University Of Arkansas At Pine Bluff | Pine Bluff | AR | 02/2015 | 02/2017 |
| Bank Of America, N.A | Bradenton | FL | 01/2020 | 08/2021 |
| Fidelity Investments | Tampa | FL | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-62179|OrgNmn:CPH Ventures LLC|Org Addr:Holmes Bea,Florida,US|OBA Nature:Soccer Coaching Business |Invst Rel:N|Title:Sole Proprietor|Duties:Youth Soccer Coaching - 5 hours per week|StrtDt:08-23-21|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-02 |
Reach out to this advisor