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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-04 |
| TX | RA | APPROVED | 2026-03-03 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Education At Work | Salt Lake City | UT | 10/2018 | 12/2018 |
| Stevens High School | Rapid City | SD | 08/2013 | 05/2018 |
| Unemployed | Salt Lake City | UT | 03/2020 | 09/2020 |
| Taco Bell | Rapid City | SD | 10/2014 | 05/2017 |
| Hyatt House | Salt Lake City | UT | 03/2019 | 03/2020 |
| University Of Utah | Salt Lake City | UT | 08/2018 | 12/2019 |
| Fidelity Investments | Salt Lake City | UT | 02/2025 | Present |
| Brio Italian Grill | Salt Lake City | UT | 02/2023 | 12/2023 |
| Goldenwest Technologies | Rapid City | SD | 08/2017 | 08/2018 |
| Deer Valley Resort | Park City | UT | 01/2019 | 02/2019 |
| Cyprus Credit Union | Salt Lake City | UT | 09/2020 | 02/2025 |
| Herbergers | Rapid City | SD | 05/2017 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-04 |
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