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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 |
|---|---|---|---|
| KY | RA | APPROVED | 2026-03-03 |
| OH | RA | APPROVED | 2026-03-03 |
| TX | RA | APPROVED | 2026-03-03 |
Branch Locations
Cincinnati, OH • United States
Cincinnati, OH • United States
100 Howe Drive, Covington, KY 41015-5000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amazon | Erlanger | KY | 05/2023 | 04/2024 |
| Ergon Landscaping | Indianapolis | IN | 05/2017 | 08/2021 |
| Jja Italian (Pepp&D | Cincinnati | OH | 04/2024 | 12/2024 |
| Unemployed | Indianapolis | IN | 02/2001 | 05/2017 |
| Fidelity Investments | Covington | KY | 01/2025 | Present |
| Compass Group | Cincinnati | OH | 01/2022 | 01/2024 |
| Xavier University | Cincinnati | OH | 08/2019 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-02 |
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