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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-10 |
| TX | RA | APPROVED | 2026-07-02 |
Branch Locations
Jacksonville, FL • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Weston | FL | 08/2019 | 09/2019 |
| Tax Defense Network | Jacksonville | FL | 02/2025 | 02/2025 |
| Chewy Inc. | Hollywood | FL | 07/2019 | 08/2019 |
| Student | Gainesville | FL | 08/2016 | 04/2019 |
| Tax And Business Advisors | Jacksonville | FL | 01/2024 | 04/2024 |
| Subway Ip Llc. | Gainesville | FL | 08/2018 | 07/2019 |
| Unemployed | Jacksonville | FL | 06/2023 | 07/2023 |
| Redwire Space | Jacksonville | FL | 09/2019 | 04/2022 |
| Mullan Inc | Jacksonville | FL | 04/2023 | 04/2023 |
| Tax And Business Advisors | Jacksonville | FL | 01/2023 | 06/2023 |
| Fidelity Investments | Jacksonville | FL | 03/2025 | Present |
| Haftal Llc | Jacksonville | FL | 04/2022 | 04/2023 |
| Trailer Bridge | Jacksonville | FL | 07/2023 | 11/2024 |
| Unemployed | Jacksonville | FL | 11/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-22 |
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