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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 | 2025-04-30 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
Simi Valley, CA • United States
2900 W. Alameda Ave Ste 150, Burbank, CA 91505-4241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Burbank | CA | 10/2024 | Present |
| Simi Hills Golf Course (Rancho Simi Parks And Rec) | Simi Valley | CA | 06/2022 | 09/2022 |
| Simi Hills Golf Course | Simi Valley | CA | 04/2019 | 09/2021 |
| Student Full Time | San Diego | CA | 06/2024 | 10/2024 |
| Unemployed | Simi Valley | CA | 08/2002 | 04/2019 |
| Delaveaga Golf Course | Santa Cruz | CA | 09/2022 | 06/2023 |
| Advanced Comtech | North Hills | CA | 09/2023 | 06/2024 |
| Delaveaga Golf Course | Santa Cruz | CA | 09/2021 | 06/2022 |
| Simi Hills Golf Course (Rancho Simi Parks And Rec) | Simi Valley | CA | 06/2023 | 09/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-23 |
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