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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-01
TX RA APPROVED 2025-04-28
  • FL RA
    APPROVED
    Since 2025-05-01
  • TX RA
    APPROVED
    Since 2025-04-28

Branch Locations

3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • United States

Lake Worth, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lorien Pembroke Pines FL 05/2022 12/2022
The Melting Pot Tallahassee FL 08/2021 12/2021
Florida State University Tallahassee FL 12/2021 05/2022
Florida State University Tallahassee FL 05/2023 08/2024
Fidelity Investments Naples FL 09/2024 Present
Florida State University Tallahassee FL 12/2022 05/2023
Taverna Evia Coral Springs FL 05/2021 07/2021
Sakura Tallahassee FL 05/2023 08/2023
Florida State University Tallahassee FL 05/2012 05/2021
Florida State University Tallahassee FL 07/2021 08/2021
  • 05/2022 → 12/2022
    Lorien
    Pembroke Pines, FL
  • 08/2021 → 12/2021
    The Melting Pot
    Tallahassee, FL
  • 12/2021 → 05/2022
    Florida State University
    Tallahassee, FL
  • 05/2023 → 08/2024
    Florida State University
    Tallahassee, FL
  • 09/2024 → Present
    Fidelity Investments
    Naples, FL
  • 12/2022 → 05/2023
    Florida State University
    Tallahassee, FL
  • 05/2021 → 07/2021
    Taverna Evia
    Coral Springs, FL
  • 05/2023 → 08/2023
    Sakura
    Tallahassee, FL
  • 05/2012 → 05/2021
    Florida State University
    Tallahassee, FL
  • 07/2021 → 08/2021
    Florida State University
    Tallahassee, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-25
  • S66 Uniform Combined State Law Examination
    2025-03-25
Other Names
  • Ayden Markowitz
  • Ayden Ross Markowitz

View on SEC IAPD

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