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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 | 2025-09-08 |
| TX | RA | APPROVED | 2025-09-03 |
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 | Jacksonville | FL | 04/2020 | 05/2022 |
| The Wyndam Hotel | Deerfield Beach | FL | 08/2022 | 12/2022 |
| Unemployed | Jacksonville | FL | 01/2020 | 02/2020 |
| Unemployed | Jacksonville | FL | 04/2015 | 05/2019 |
| Dockside Seafood | Jacksonville | FL | 02/2020 | 04/2020 |
| First Florida Mortgage | Jacksonville | FL | 05/2023 | 08/2023 |
| Publix Super Market At Middle Beach Commons | Jacksonville Beach | FL | 05/2019 | 01/2020 |
| Valley Smoke Bbq | Ponte Vedra Beach | FL | 05/2022 | 08/2022 |
| Stone And King Powerwashing | Boca Raton | FL | 12/2022 | 08/2024 |
| Unemployed | Jacksonville | FL | 08/2024 | 06/2025 |
| Fidelity Investments | Jacksonville | FL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-22 |
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