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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2026-04-09 |
| TX | RA | APPROVED | 2026-04-07 |
Branch Locations
4031 Aspen Grove Dr Suite 490, Franklin, TN 37067-2939 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ymca | Foxborough | MA | 09/2018 | 03/2019 |
| Prospect Hill Daycare | Franklin | MA | 09/2019 | 03/2020 |
| Unemployed | Franklin | MA | 03/2020 | 06/2021 |
| Bar Louie | Foxborough | MA | 06/2021 | 08/2024 |
| Boston College Athletics | Chestnut Hill | MA | 05/2023 | 06/2023 |
| Unemployed | Franklin | MA | 03/2019 | 08/2019 |
| Tolland Crossfit | Tolland | CT | 10/2022 | 01/2023 |
| Fidelity Investments | Smithfield | RI | 08/2024 | Present |
| Segregansett Country Club | Taunton | MA | 05/2022 | 09/2022 |
| Unemployed | Franklin | MA | 08/2013 | 09/2018 |
| University Of Connecticut | Storrs | CT | 08/2021 | 05/2024 |
| Manchester Community College | Manchester | CT | 08/2020 | 05/2021 |
| Franklin High School | Franklin | MA | 08/2016 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-05 |
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