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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-24 |
| RI | RA | APPROVED | 2025-10-24 |
| TX | RA | APPROVED | 2025-10-24 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
Westhampton Beach, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Laronde Beach Club | Westhampton Beach | NY | 06/2017 | 07/2025 |
| Pitaya Foods | San Diego | CA | 01/2024 | 02/2024 |
| Hallen Construction Company | Plainview | NY | 06/2024 | 08/2024 |
| Garden City High School | Garden City | NY | 09/2019 | 06/2021 |
| Garden City Middle School | Garden City | NY | 09/2013 | 06/2017 |
| Chaminade High School | Mineola | NY | 09/2017 | 06/2019 |
| Fidelity Investments | Smithfield | RI | 07/2025 | Present |
| Chick-Fil-A | Westbury | NY | 09/2020 | 05/2021 |
| University Of Delaware | Newark | DE | 08/2021 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-02 |
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