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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-02-11
RI RA APPROVED 2026-02-05
TX RA APPROVED 2026-02-05
  • MA RA
    APPROVED
    Since 2026-02-11
  • RI RA
    APPROVED
    Since 2026-02-05
  • TX RA
    APPROVED
    Since 2026-02-05

Branch Locations

Blackstone, MA • United States

900 Salem Street, Smithfield, RI 02917-1243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2017 → 05/2017
    Legends Bar And Grille
    Milford, MA
  • 05/2022 → 08/2022
    Famous Footwear/Caleres
    Franklin, MA
  • 08/2021 → 08/2021
    Trinity Repertory Company
    Providence, RI
  • 01/2022 → 04/2022
    Goldfish Swim School
    Milford, MA
  • 01/2024 → 05/2024
    Children And Family Dental Group
    Milford, MA
  • 07/2025 → 07/2025
    Arcadia Dental
    Franklin, MA
  • 10/2023 → 01/2024
    Kids Klub
    Smithfield, RI
  • 03/2021 → 01/2022
    Doordash
    Blackstone, MA
  • 06/2018 → 08/2018
    Unemployed
    Blackstone, MA
  • 06/2024 → 03/2025
    Fidelity Investments
    Smithfield, RI
  • 09/2014 → 06/2018
    Blackstone-Millville Regional High School
    Blackstone, MA
  • 01/2020 → 09/2020
    Next Generation Children'S Center/Cadence Education
    Franklin, MA
  • 08/2018 → 03/2021
    Blackstone Valley Boys And Girls Club
    Blackstone, MA
  • 08/2022 → 07/2023
    Little Trails Learning Center
    Mansfield, MA
  • 10/2025 → Present
    Fidelity Investments
    Smithfield, RI
  • 04/2022 → 10/2025
    Trinity Repertory Company
    Providence, RI
Other Businesses

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|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-02
  • S66 Uniform Combined State Law Examination
    2026-02-02

View on SEC IAPD

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