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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 | 2026-01-05 |
| TX | RA | APPROVED | 2026-01-05 |
Branch Locations
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tci Wealth Advisors | Denver | CO | 01/2025 | 04/2025 |
| Beau Jos | Lone Tree | CO | 04/2022 | 01/2023 |
| University Of Colorado Boulder | Boulder | CO | 01/2023 | 04/2023 |
| Chuys | Colorado Springs | CO | 10/2021 | 02/2022 |
| Dominos | Boulder | CO | 04/2023 | 07/2023 |
| Fidelity Investments | Greenwood Village | CO | 09/2025 | Present |
| Taco Bell | Highlands Ranch | CO | 09/2018 | 03/2019 |
| King Soopers | Highlands Ranch | CO | 03/2019 | 05/2019 |
| Unemployed | Boulder | CO | 04/2025 | 08/2025 |
| Smash Burger | Highlands Ranch | CO | 07/2019 | 02/2020 |
| Mountain Vista Highschool | Highlands Ranch | CO | 08/2007 | 09/2018 |
| University Of Colorado Boulder | Boulder | CO | 07/2023 | 05/2024 |
| University Of Colorado Boulder | Boulder | CO | 02/2022 | 04/2022 |
| University Of Colorado Colorado Springs | Colorado Springs | CO | 05/2021 | 10/2021 |
| Go Brite Solar | Fort Worth | TX | 05/2024 | 07/2024 |
| Mountain Vista Highschool | Highlands Ranch | CO | 05/2019 | 07/2019 |
| Walmart | Highlands Ranch | CO | 02/2020 | 05/2021 |
| Home Depot | Boulder | CO | 07/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-11 |
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