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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-24
  • CA RA
    APPROVED
    Since 2026-01-24

Branch Locations

8 Montgomery St, San Francisco, CA 94104-4625 • United States

San Francisco, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Casa Caliente Highlands Ranch CO 05/2022 08/2022
University Of Colorado Boulder Boulder CO 08/2021 05/2025
Unemployed Highlands Ranch CO 08/2015 05/2017
Unemployed Highlands Ranch CO 05/2025 08/2025
Fidelity Investments San Francisco CA 08/2025 Present
Mpm Recreation Parker CO 05/2021 08/2024
Starbucks Highlands Ranch CO 02/2020 08/2021
Mountain Vista High School Highlands Ranch CO 08/2017 05/2021
Unemployed Highlands Ranch CO 08/2021 05/2022
Highlands Ranch Smiles Highlands Ranch CO 05/2017 08/2017
University Of Colorado Boulder Boulder CO 08/2023 01/2024
Fidelity Investments Greenwood Village CO 06/2024 08/2024
Lifetime Fitness Centennial CO 05/2022 02/2024
Bahama Bucks Centennial CO 05/2018 08/2019
  • 05/2022 → 08/2022
    Casa Caliente
    Highlands Ranch, CO
  • 08/2021 → 05/2025
    University Of Colorado Boulder
    Boulder, CO
  • 08/2015 → 05/2017
    Unemployed
    Highlands Ranch, CO
  • 05/2025 → 08/2025
    Unemployed
    Highlands Ranch, CO
  • 08/2025 → Present
    Fidelity Investments
    San Francisco, CA
  • 05/2021 → 08/2024
    Mpm Recreation
    Parker, CO
  • 02/2020 → 08/2021
    Starbucks
    Highlands Ranch, CO
  • 08/2017 → 05/2021
    Mountain Vista High School
    Highlands Ranch, CO
  • 08/2021 → 05/2022
    Unemployed
    Highlands Ranch, CO
  • 05/2017 → 08/2017
    Highlands Ranch Smiles
    Highlands Ranch, CO
  • 08/2023 → 01/2024
    University Of Colorado Boulder
    Boulder, CO
  • 06/2024 → 08/2024
    Fidelity Investments
    Greenwood Village, CO
  • 05/2022 → 02/2024
    Lifetime Fitness
    Centennial, CO
  • 05/2018 → 08/2019
    Bahama Bucks
    Centennial, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-12
  • S66 Uniform Combined State Law Examination
    2026-01-12
Other Names
  • Emily Nau
  • Emily Elizabeth Nau

View on SEC IAPD

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