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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 | 2026-05-01 |
| RI | RA | APPROVED | 2026-04-21 |
| TX | RA | APPROVED | 2026-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 10/2025 | Present |
| Ba, Inc. | Rockland | MA | 07/2023 | 08/2023 |
| Canterbury Cuisine | Sandwich | MA | 06/2017 | 07/2018 |
| Two Brothers Pizza & Mexican | Sandwich | MA | 08/2019 | 06/2020 |
| Lc Anderson | Brighton | MA | 06/2024 | 08/2024 |
| The Voyage Irish Pub & Restaurant | Humarock | MA | 07/2022 | 06/2025 |
| Unemployed | Sandwich | MA | 09/2015 | 06/2017 |
| Spanky'S Clam Shack And Seaside Saloon | Hyannis | MA | 06/2018 | 08/2019 |
| Rory'S Market + Kitchen | Mashpee | MA | 06/2020 | 08/2021 |
| Coastal Fencing Company | Barnstable | MA | 07/2025 | 09/2025 |
| The Blacksmith Tavern | Pembroke | MA | 07/2025 | 09/2025 |
| Kings Lacrosse Club | Norwell | MA | 06/2021 | 08/2022 |
| Cleveland Family Builders | Marshfield | MA | 05/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-03 |
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