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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 | 2026-05-18 |
| WA | RA | APPROVED | 2025-10-09 |
Branch Locations
304 Strander Blvd, Tukwila, WA 98188-2939 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Washington | Tacoma | WA | 09/2022 | 06/2024 |
| Fidelity Investments | Tukwila | WA | 07/2025 | Present |
| Office Depot | Lakewood | WA | 05/2022 | 08/2022 |
| Pierce College Fort Steilacoom | Steilacoom | WA | 09/2020 | 08/2022 |
| Lakes High School | Lakewood | WA | 09/2018 | 08/2020 |
| Skyline Properties, Inc | Puyallup | WA | 12/2022 | 12/2024 |
| Financial Insights Wealth Management | Tacoma | WA | 06/2023 | 08/2023 |
| New Home Lending Company | Fircrest | WA | 12/2021 | 03/2022 |
| Pacific Lutheran University | Tacoma | WA | 09/2024 | 06/2025 |
| Hudtloff Middle School | Lakewood | WA | 01/2015 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-01 |
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