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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2026-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthcounsel Llc | Jersey City | NJ | 04/2023 | 04/2024 |
| Jeffrey M. Verdon Law Group | Newport Beach | CA | 02/2022 | 12/2022 |
| Binning Ripps Llp | Hollywood | CA | 06/2016 | 03/2020 |
| Bohm, Wildish & Matsen Llp | Costa Mesa | CA | 03/2020 | 02/2022 |
| Falcon, Rappaport & Berkman Llp | Irvine | CA | 02/2022 | 08/2025 |
| Fidelity Investments | Sacramento | CA | 09/2025 | Present |
| Law Office Of Alexander Ripps | Coto De Caza | CA | 05/2023 | 08/2025 |
| Epwm | Torrance | CA | 06/2024 | 11/2024 |
OBA-123115|OrgNmn:Grey Street Investments LLC|Org Addr:Sheridan,Wyoming,US|OBA Nature:Brokerage Holding Company|Invst Rel:Y|Title:Owner|Duties:None|StrtDt:10-11-23|TotHrs/mon:1|TrdHrs/mon:0|OBA-123066|OrgNmn:Two Step Holdings LLC|Org Addr:Sheridan,Wyoming,US|OBA Nature:Holding company for rental rea|Invst Rel:Y|Title:Officer|Duties:Receives the rent from the LLC which owns the real estate.|StrtDt:07-02-24|TotHrs/mon:1|TrdHrs/mon:0|OBA-123072|OrgNmn:1 Boxwood Street LLC|Org Addr:East Hampt,New York,US|OBA Nature:Holding company for rental rea|Invst Rel:Y|Title:Manager|Duties:Collect and distibute rent and maintain property|StrtDt:08-02-24|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-16 |
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