Best Investors
Account
Sign in
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 |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED | 2026-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase | Chicago | IL | 10/2022 | 07/2024 |
| Two Guys Fries Llc | Woodside | NY | 06/2025 | 06/2025 |
| Employbridge Llc As Agent For Remedy Temporary Services | Farmers Branch | TX | 08/2023 | 08/2023 |
| Tunxis Community College | Farmington | CT | 05/2018 | 12/2019 |
| Cvs Pharmacy | Plainville | CT | 07/2025 | 12/2025 |
| Mthree Corporate Consulting Ltd / John Wiley & Sons Inc | Hoboken | NJ | 02/2022 | 10/2022 |
| Farmington Gardens / The North House | Farmington | CT | 09/2019 | 12/2019 |
| Unemployed | Bristol | CT | 10/2024 | 02/2025 |
| Fidelity Investments | Hartford | CT | 12/2025 | Present |
| Instacart | San Francisco | CA | 10/2025 | 10/2025 |
| University Of Massachusetts Dartmouth | Dartmouth | MA | 01/2020 | 05/2021 |
| Unemployed | Bristol | CT | 05/2021 | 12/2021 |
| Teksystems | Hanover | MD | 08/2024 | 10/2024 |
| Meowtel | Dover | DE | 10/2025 | 10/2025 |
| United Way Of West Central Connecticut | Bristol | CT | 07/2018 | 08/2018 |
| Connecticon Llc | Wallingford | CT | 07/2024 | 07/2025 |
| Peopleready | Bristol | CT | 07/2025 | 10/2025 |
| Hall'S Market | West Hartford | CT | 07/2025 | 08/2025 |
| Roadie | Atlanta | GA | 09/2025 | 12/2025 |
| Advantage Workforce Service Llc | San Francisco | CA | 07/2022 | 07/2025 |
| Equitable Advisors | Milford | CT | 02/2025 | 07/2025 |
| Shipt | Birmingham | AL | 10/2025 | 11/2025 |
| Defunct | Southington | CT | 12/2021 | 03/2022 |
| Fierce Staffing Service Llc | Detroit | MI | 11/2023 | 11/2023 |
| Bristol Eastern High School | Bristol | CT | 08/2015 | 05/2018 |
OBA-125835|OrgNmn:CVS Pharmacy|Org Addr:Plainville,Connecticu,US|OBA Nature:Pharmaceutical Retail Chain|Invst Rel:N|Title:Employee|Duties:Cashier / Retail Employee|StrtDt:|TotHrs/mon:24|TrdHrs/mon:0|OBA-126830|OrgNmn:The Edge Fitness Clubs|Org Addr:Bristol,Connecticu,US|OBA Nature:Leisure Facilities / Fitness I|Invst Rel:N|Title:Employee|Duties:Group Fitness Instructor|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-30 |
Reach out to this advisor