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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-11 |
| RI | RA | APPROVED | 2026-02-05 |
| TX | RA | APPROVED | 2026-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legends Bar And Grille | Milford | MA | 03/2017 | 05/2017 |
| Famous Footwear/Caleres | Franklin | MA | 05/2022 | 08/2022 |
| Trinity Repertory Company | Providence | RI | 08/2021 | 08/2021 |
| Goldfish Swim School | Milford | MA | 01/2022 | 04/2022 |
| Children And Family Dental Group | Milford | MA | 01/2024 | 05/2024 |
| Arcadia Dental | Franklin | MA | 07/2025 | 07/2025 |
| Kids Klub | Smithfield | RI | 10/2023 | 01/2024 |
| Doordash | Blackstone | MA | 03/2021 | 01/2022 |
| Unemployed | Blackstone | MA | 06/2018 | 08/2018 |
| Fidelity Investments | Smithfield | RI | 06/2024 | 03/2025 |
| Blackstone-Millville Regional High School | Blackstone | MA | 09/2014 | 06/2018 |
| Next Generation Children'S Center/Cadence Education | Franklin | MA | 01/2020 | 09/2020 |
| Blackstone Valley Boys And Girls Club | Blackstone | MA | 08/2018 | 03/2021 |
| Little Trails Learning Center | Mansfield | MA | 08/2022 | 07/2023 |
| Fidelity Investments | Smithfield | RI | 10/2025 | Present |
| Trinity Repertory Company | Providence | RI | 04/2022 | 10/2025 |
OBA-124362|OrgNmn:Trinity Repertory Company|Org Addr:Providence,Rhode Isla,US|OBA Nature:Theater/Performing Arts Center|Invst Rel:N|Title:Employee|Duties:Operate open-captioning for shows throughout the theater season. Work about 6-10 hours roughly every 2-3 months|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
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