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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-10 |
| PA | RA | APPROVED | 2026-04-02 |
Branch Locations
Cranberry Township, PA • United States
2060 Mackenzie Way, Cranberry Twp, PA 16066-5333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Cranberry Twp | PA | 10/2025 | Present |
| Cranberry Township Police Department | Cranberry Twp | PA | 06/2018 | 03/2024 |
| Nvr Inc | Sewickley | PA | 03/2024 | 10/2025 |
| University Of Pittsburgh Police Department | Pittsburgh | PA | 06/2013 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-31 |
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