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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 | 2025-12-22 |
| TX | RA | APPROVED | 2025-12-18 |
Branch Locations
Jacksonville, FL • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Miami | FL | 05/2017 | 02/2018 |
| Treadstone Performance Engineering | Miami | FL | 03/2018 | 03/2020 |
| Game And Trade Llc | Miami | FL | 04/2023 | 09/2025 |
| Fidelity Investments | Jacksonville | FL | 09/2025 | Present |
| The Lazy Dog | Broomfield | CO | 06/2016 | 04/2017 |
| Elite Automotive Performance Llc | Miami | FL | 03/2020 | 09/2025 |
OBA-123410|OrgNmn:Game and Trade LLC|Org Addr:Miami,Florida,US|OBA Nature:Collectibles , retail and E co|Invst Rel:N|Title:Partner|Duties:I am an owner , I currently do our scheduling, product ordering for inventory and supplies and I do the bookeeping and monthly resale taxes|StrtDt:04-01-23|TotHrs/mon:20|TrdHrs/mon:0|OBA-123413|OrgNmn:Elite Automotive Performance LLC|Org Addr:Cutler Bay,Florida,US|OBA Nature:Automotive Parts and Services|Invst Rel:N|Title:Partner|Duties:I am the owner. I am in charge of product ordering, scheduling, book keeping and taxes.|StrtDt:05-01-20|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-11 |
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