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 |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
75 Port City Landing Suite 410, Mount Pleasant, SC 29464-1871 • United States
Charleston, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Dallas | PA | 08/2018 | 01/2019 |
| The Charleston Battery | Mount Pleasant | SC | 08/2023 | 09/2024 |
| Teach For America South Carolina | Charleston | SC | 06/2019 | 01/2022 |
| New Realm Brewing | Daniel Island | SC | 07/2024 | 09/2024 |
| Kline Construction Company | Jackson | NJ | 06/2015 | 08/2018 |
| Wilkes-Barre Area School District | Wilkes-Barre | PA | 05/2018 | 08/2018 |
| Manning High School | Manning | SC | 08/2019 | 06/2020 |
| Wando High School | Mount Pleasant | SC | 08/2021 | 06/2024 |
| The Brewlab Charleston | Charleston | SC | 06/2022 | 06/2024 |
| Applebee'S | Manchester | NJ | 01/2019 | 06/2019 |
| Cross High School | Cross | SC | 08/2020 | 06/2021 |
| Fidelity Investments | Mount Pleasant | SC | 08/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-112576|OrgNmn:Charleston Battery|Org Addr:Mount Plea,South Caro,US|OBA Nature:semi-professional soccer team|Invst Rel:N|Title:Employee|Duties:Bartender|StrtDt:08-07-23|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-13 |
Reach out to this advisor