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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 | 2026-02-26 |
Branch Locations
1540 East Southlake Blvd, Southlake, TX 76092-6421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn High School | Mishawaka | IN | 01/2019 | 08/2019 |
| Fidelity Investments | Southlake | TX | 01/2026 | Present |
| Trinity Pawling School | Pawling | NY | 08/2020 | 08/2021 |
| Unemployed | Dallas | TX | 12/2025 | 01/2026 |
| Zufall Financial Services | Medina | OH | 12/2024 | 12/2025 |
| Penn High School | Mishawaka | IN | 08/2016 | 08/2017 |
| True Lacrosse | Schaumberg | IL | 05/2022 | 08/2022 |
| Lehigh University | Bethlehem | PA | 08/2021 | 05/2025 |
| Raymond James Financial Services Advisors, Inc | Medina | OH | 10/2025 | 12/2025 |
| Naperville North High School | Naperville | IL | 08/2019 | 08/2020 |
| Raymond James Financial Services, Inc. | Medina | OH | 12/2024 | 12/2025 |
| Culver Military Academy | Culver | IN | 08/2017 | 01/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-02 |
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