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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-12 |
Branch Locations
139 North Loop 1604 East Suite #103, San Antonio, TX 78232-1392 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barley House Smu | Dallas | TX | 06/2024 | 08/2024 |
| Unemployed | Boerne | TX | 06/2025 | 07/2025 |
| Indian Hill Club | Winnetka | IL | 06/2015 | 08/2023 |
| Southern Methodist University - Cox School Of Business | Dallas | TX | 08/2021 | 05/2025 |
| Power Of The Golf Ball | Northfield | IL | 11/2019 | 12/2020 |
| Equitable Advisors | Houston | TX | 07/2025 | 08/2025 |
| Fidelity Investments | San Antonio | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-11 |
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