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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
8411 Preston Road Suite 130, Dallas, TX 75225-5521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bsn Sports Llc | Farmers Branch | TX | 12/2022 | 09/2024 |
| Fidelity Investments | Dallas | TX | 09/2024 | Present |
| Corsicana High School | Corsicana | TX | 08/2014 | 05/2018 |
| Unemployed | Lubbock | TX | 01/2022 | 01/2022 |
| Texas Tech University | Lubbock | TX | 07/2019 | 12/2021 |
| Northern Texas Pga | Frisco | TX | 05/2021 | 08/2021 |
| Bent Tree Country Club | Dallas | TX | 04/2022 | 11/2022 |
| H-E-B | Lubbock | TX | 02/2022 | 03/2022 |
| Guardian Industries Llc | Corsicana | TX | 05/2018 | 08/2018 |
| Guardian Industries Llc | Corsicana | TX | 05/2019 | 07/2019 |
| Texas Tech University | Lubbock | TX | 08/2018 | 05/2021 |
| Ymca Of Corsicana | Corsicana | TX | 11/2017 | 02/2018 |
| Ymca Of Corsicana | Corsicana | TX | 11/2016 | 02/2017 |
OBA-122115|OrgNmn:Sunday Golf|Org Addr:San Diego,California,US|OBA Nature:Golf company specializing in p|Invst Rel:N|Title:Employee|Duties:Sales employee for tournaments and individual product sales|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-03 |
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