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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | New York | NY | 07/2024 | 10/2024 |
| Nickelodeon | New York | NY | 08/2017 | 01/2018 |
| Northwestern Mutual Investment Services Llc | New York | NY | 09/2025 | 05/2026 |
| Rally | New York | NY | 10/2021 | 07/2024 |
| Radformation | New York | NY | 08/2018 | 01/2019 |
| Pma Consultants Llc | New York | NY | 11/2015 | 08/2017 |
| Late Night Cartoons | New York | NY | 05/2019 | 10/2021 |
| Fidelity Investments | Albany | NY | 05/2026 | Present |
| Golden Age Capital Llc | New York | NY | 10/2024 | 06/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2025 | 05/2026 |
| Borough Of Manhattan Community College | New York | NY | 02/2018 | 09/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-04 |
| S65 | Uniform Investment Adviser Law Examination | 2024-08-27 |
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