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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
TX RA APPROVED 2026-01-08
IL RA APPROVED 2025-04-10
  • TX RA
    APPROVED
    Since 2026-01-08
  • IL RA
    APPROVED
    Since 2025-04-10

Branch Locations

15105 S. Lagrange Road, Orland Park, IL 60462-3708 • United States

Mokena, IL • 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
Archer Daniels Midland Decatur IL 06/2022 11/2024
Archer Daniels Midland Decatur IL 06/2021 08/2021
Western Illinois University Macomb IL 08/2021 05/2022
Western Illinois University Macomb IL 08/2018 05/2021
Western Illinois University Macomb IL 08/2017 05/2022
Somonauk High School Somonauk IL 08/2014 07/2017
Fidelity Investments Orland Park IL 11/2024 Present
  • 06/2022 → 11/2024
    Archer Daniels Midland
    Decatur, IL
  • 06/2021 → 08/2021
    Archer Daniels Midland
    Decatur, IL
  • 08/2021 → 05/2022
    Western Illinois University
    Macomb, IL
  • 08/2018 → 05/2021
    Western Illinois University
    Macomb, IL
  • 08/2017 → 05/2022
    Western Illinois University
    Macomb, IL
  • 08/2014 → 07/2017
    Somonauk High School
    Somonauk, IL
  • 11/2024 → Present
    Fidelity Investments
    Orland Park, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-27
  • S66 Uniform Combined State Law Examination
    2025-03-27
Other Names
  • Allison Maureen Glover

View on SEC IAPD

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