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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 | 2026-05-20 |
| NJ | RA | APPROVED | 2025-11-12 |
Branch Locations
Williamstown, NJ • United States
501 Route 73 South Suite N, Marlton, NJ 08053-9617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yummy Bazaar | Glassboro | NJ | 03/2022 | 08/2022 |
| La Fitness | Turnersville Glassboro | NJ | 10/2022 | 02/2023 |
| Koc Holding | Istanbul | 05/2024 | 06/2024 | |
| Fidelity Investments | Marlton | NJ | 07/2025 | Present |
| Student | Williamstown Glassboro | NJ | 09/2008 | 05/2025 |
| Rowan University | Glassboro | NJ | 05/2023 | 06/2025 |
| Walmart | Turnersville | NJ | 09/2020 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-07 |
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