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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 | 2026-05-22 |
| CA | RA | APPROVED | 2025-10-08 |
Branch Locations
Los Angeles, CA • United States
2000 Avenue Of The Stars N. Tower, Los Angeles, CA 90067-4700 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jason Dennis | Culver City | CA | 07/2017 | 10/2017 |
| Fidelity Investments | Los Angeles | CA | 07/2025 | Present |
| Interpublic Inc | Omaha | NE | 01/2024 | 03/2024 |
| Jason Dennis | Los Angeles | CA | 04/2022 | 01/2024 |
| Plp Entertainment Inc Dba Revolution Payroll | Burbank | CA | 10/2017 | 12/2017 |
| Jason Dennis | Culver City | CA | 03/2018 | 08/2018 |
| Jason Dennis | Culver City | CA | 08/2016 | 05/2017 |
| Jason Dennis | Culver City | CA | 12/2017 | 02/2018 |
| Jason Dennis | Los Angeles | CA | 09/2024 | 06/2025 |
| New Caps Llc | Burbank | CA | 07/2021 | 08/2021 |
| Interpublic Inc | Omaha | NE | 02/2022 | 04/2022 |
| Jason Dennis | Los Angeles | CA | 03/2024 | 07/2024 |
| Plp Entertainment Inc Dba Revolution Payroll | Burbank | CA | 02/2018 | 03/2018 |
| New Caps Llc | Burbank | CA | 06/2017 | 06/2017 |
| Jason Dennis | Culver City | CA | 08/2018 | 07/2021 |
| Interpublic Inc | Omaha | NE | 08/2021 | 10/2021 |
| Jason Dennis | Los Angeles | CA | 10/2021 | 02/2022 |
| Atrium Payroll Services | Pittsburgh | PA | 07/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-23 |
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