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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 |
|---|---|---|---|
| NH | RA | APPROVED | 2026-03-04 |
| TX | RA | APPROVED | 2026-03-04 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bright Horizons Family Solutions | Bedford | NH | 08/2024 | 11/2024 |
| Chucksters | Chichester | NH | 03/2017 | 10/2019 |
| Target | Concord | NH | 11/2019 | 03/2021 |
| Head Start | Manchester | NH | 01/2024 | 08/2024 |
| Greenway Baptist Cdc | Boone | NC | 07/2023 | 12/2023 |
| Self Employed- Career Nanny | Boone | NC | 01/2023 | 07/2023 |
| Target | Lynchburg | VA | 08/2021 | 03/2022 |
| Sweet Frog Frozen Yogurt | Lynchburg | VA | 01/2022 | 12/2022 |
| Target | Nashua | NH | 03/2021 | 08/2021 |
| Concord School Dist | Concord | NH | 09/2008 | 05/2021 |
| Fidelity Investments | Merrimack | NH | 01/2025 | Present |
| Unemployed | Bedford | NH | 11/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-22 |
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