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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-26 |
| TX | RA | APPROVED | 2025-11-26 |
Branch Locations
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N/A (Full Time Student) | Loudonville | NY | 08/2019 | 09/2024 |
| Utah Olympic Park | Ut | UT | 06/2020 | 07/2020 |
| Six Flags, The Great Escape | Ny | NY | 06/2016 | 08/2017 |
| Warren County Economic Development Center | Ny | NY | 12/2022 | 05/2023 |
| Town Of Warrensburg | Ny | NY | 06/2018 | 08/2019 |
| Eastern Kentucky University | Ky | KY | 09/2024 | 08/2025 |
| Ocho Cinco'S Cantina | Ny | NY | 01/2019 | 08/2019 |
| Na (High School Student) | Chestertown | NY | 06/2015 | 06/2019 |
| Fidelity Investments | Greenwood Village | CO | 08/2025 | Present |
| Americorps, Iowa | Ia | IA | 05/2021 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-20 |
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