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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-24 |
Branch Locations
Cranberry Township, PA • United States
1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Invesetments | Pittsburgh | PA | 02/2026 | Present |
| Northwestern Mutual | Pittsburgh | PA | 08/2025 | 02/2026 |
| Unemployed | Cranberry Twp | PA | 03/2025 | 08/2025 |
| Washington Nationals | Washington D.C. | DC | 02/2024 | 06/2024 |
| Unemployed | Cranberry Twp | PA | 06/2024 | 02/2025 |
| Campeche Pirates | Campeche | 02/2025 | 03/2025 | |
| Unemployed | Cranberry Township | PA | 09/2023 | 02/2024 |
| Cincinnati Reds | Cincinnati | OH | 07/2022 | 09/2022 |
| Unemployed | Cranberry Twp | PA | 09/2022 | 02/2023 |
| Philadelphia Phillies | Philadelphia | PA | 02/2023 | 09/2023 |
| St Louis Cardinals | St Louis | MO | 06/2021 | 07/2022 |
| Toronto Blue Jays | Toronto | 06/2016 | 06/2021 |
OBA-127233|OrgNmn:DoorDash inc|Org Addr:San Franci,California,US|OBA Nature:Delivery Driver|Invst Rel:N|Title:Independent Contractor|Duties:Order Deliveries|StrtDt:06-01-26|TotHrs/mon:36|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-15 |
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