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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-13 |
| TX | RA | APPROVED | 2025-05-20 |
Branch Locations
One North Lasalle Street, Chicago, IL 60602-3902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Executive Office Of The Governor Gretchen Whitmer | Lansing | MI | 06/2024 | 08/2024 |
| Eisenhower High School | Shelby Township | MI | 09/2017 | 08/2020 |
| University Of Michigan | Ann Arbor | MI | 08/2020 | 05/2024 |
| Pro Fireworks | Sterling Heights | MI | 06/2019 | 07/2019 |
| Fidelity Investments | Novi | MI | 10/2024 | Present |
| Flood'S Bar And Grille | Detroit | MI | 03/2021 | 10/2024 |
| Garden Theater | Detroit | MI | 10/2018 | 10/2024 |
| Mike Morse Law Firm | Southfield | MI | 05/2023 | 08/2023 |
| Shelby Junior High | Shelby Township | MI | 09/2013 | 09/2017 |
OBA-131034|OrgNmn:Stockboy Chicago (Alternative Schools Network)|Org Addr:Chicago,Illinois,US|OBA Nature:clothing company|Invst Rel:N|Title:Employee|Duties:Clothing model|StrtDt:06-17-26|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-16 |
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