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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-04 |
| TX | RA | APPROVED | 2026-03-03 |
Branch Locations
Salt Lake City, UT • United States
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carwash Express | Pocatello | ID | 01/2022 | 12/2022 |
| Feellove Coffee | St. George | UT | 12/2022 | 10/2024 |
| Unemployed | Pocatello | ID | 12/2002 | 03/2019 |
| Fidelity Investments | Salt Lake City | UT | 10/2024 | Present |
| Sonic Drive In | Pocatello | ID | 03/2019 | 09/2020 |
| Butterburrs Lickety Split | Pocatello | ID | 09/2020 | 04/2021 |
| Starbucks Coffee | Pocatello | ID | 04/2021 | 08/2021 |
| Dino Dash Car Wash | St. George | UT | 09/2021 | 01/2022 |
| Car Wash Express | Pocatello | ID | 04/2021 | 08/2021 |
OBA-128932|OrgNmn:Tysen Gasper|Org Addr:Salt Lake ,Utah,US|OBA Nature:Personal brand, partnering wit|Invst Rel:N|Title:Ambassador |Duties:Post branded content on social media|StrtDt:07-17-26|TotHrs/mon:3|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-31 |
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