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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 |
|---|---|---|---|
| ID | RA | APPROVED | 2026-01-24 |
Branch Locations
79 E Eagles Gate Drive Suite 100, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lhi | La Crosse | WI | 07/2020 | 06/2021 |
| Intermountain Health Care | Salt Lake City | UT | 07/2017 | 06/2020 |
| Homemaking | Nampa | ID | 02/2025 | 08/2025 |
| Mountain Land Physical Therapy | Salt Lake City | UT | 06/2015 | 12/2016 |
| Extended Travel | Idaho Falls | ID | 05/2022 | 06/2023 |
| Sunwest Bank | Boise | ID | 05/2024 | 02/2025 |
| Fidelity Investments | Boise | ID | 08/2025 | Present |
| National Ability Center | Salt Lake City | UT | 12/2016 | 05/2017 |
| Salt Lake Behavioral Health | Salt Lake City | UT | 10/2019 | 06/2020 |
| Sunwest Bank | Boise | ID | 06/2023 | 05/2024 |
| Mountain West Bank | Sandpoint | ID | 06/2021 | 05/2022 |
| Extended Travel | Salt Lake City | UT | 05/2017 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-19 |
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