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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-06 |
| TX | RA | APPROVED | 2026-04-01 |
Branch Locations
Marco Island, FL • United States
5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taylor University | Upland | IN | 08/2024 | 07/2025 |
| Fidelity Investments | Naples | FL | 07/2025 | Present |
| Chorus, Inc. | Indianapolis | IN | 06/2023 | 07/2023 |
| Self Employed | Carmel | IN | 05/2009 | 05/2025 |
| Blue Trust | Maitland | FL | 06/2024 | 07/2024 |
| Kanakuk Kamps | Lampe | MO | 05/2022 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-06 |
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