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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-18 |
Branch Locations
11800 Amber Park Drive Suite 140, Alpharetta, GA 30009-2269 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson Healthcare Locumtenens.COm | Alpharetta | GA | 06/2022 | 04/2025 |
| Syfan Logistics | Gainesville | GA | 09/2021 | 12/2021 |
| Winshape Camps | Rome | GA | 05/2019 | 07/2019 |
| Unemployed | Dahlonega | GA | 08/2021 | 09/2021 |
| University Of North Georgia | Dahlonega | GA | 08/2018 | 05/2022 |
| Fidelity Investments | Alpharetta | GA | 06/2025 | Present |
| Blue Creek | Clarkesville | GA | 06/2015 | 08/2018 |
| Unemployed | Dahlonega | GA | 03/2020 | 05/2021 |
| Unemployed | Dahlonega | GA | 07/2019 | 08/2019 |
| Your Pie Pizza | Dahlonega | GA | 08/2019 | 03/2020 |
| Trinity Classical School | Mount Airy | GA | 08/2013 | 05/2018 |
| Unemployed | Dahlonega | GA | 08/2018 | 05/2019 |
| Unemployed | Atlanta | GA | 04/2025 | 06/2025 |
| Syfan Logistics | Gainesville | GA | 05/2021 | 08/2021 |
| Unemployed | Dahlonega | GA | 12/2021 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-13 |
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