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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-30 |
| TX | RA | APPROVED | 2025-07-30 |
Branch Locations
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mellow Mushroom Pizzeria | Covington | LA | 05/2018 | 08/2018 |
| Asap Delivery (Previously Waitr) | Lafayette | LA | 03/2020 | 12/2020 |
| All Copy Products Inc | Denver | CO | 08/2022 | 08/2024 |
| Unemployed | Lafayette | LA | 08/2018 | 03/2020 |
| Advisorlaw Llc | Denver | CO | 12/2020 | 07/2022 |
| Sullivan Stolier Schulz Llc | Lafayette | LA | 08/2020 | 12/2020 |
| Humanitix Usa | Denver | CO | 08/2024 | 04/2025 |
| Unemployed | Mandeville | LA | 06/2016 | 05/2018 |
| Unemployed | Denver | CO | 07/2022 | 08/2022 |
| Fidelity Investments | Greenwood Village | CO | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-25 |
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