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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 |
|---|---|---|---|
| RI | RA | APPROVED | 2026-03-04 |
| TX | RA | APPROVED | 2026-03-04 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Christopher Trainor & Associates | White Lake | MI | 08/2020 | 07/2021 |
| Alma College | Alma | MI | 08/2016 | 04/2020 |
| Right At Home | Bloomfield Hills | MI | 04/2018 | 06/2018 |
| Alma College | Alma | MI | 09/2019 | 03/2020 |
| Shark Club | Waterford | MI | 06/2019 | 08/2019 |
| Richemont North America | Shelton | CT | 02/2022 | 10/2025 |
| Fidelity Investments | Smithfield | RI | 10/2025 | Present |
| Sweetwater Entertainment | Waterford | MI | 06/2018 | 08/2018 |
| Moffett Vitu Lascoe Packus & Sims | Birmingham | MI | 06/2017 | 08/2018 |
| Unemployed | Providence | RI | 07/2021 | 02/2022 |
| Amc Theatres Amc Star Great Lakes 25 | Auburn Hills | MI | 05/2015 | 01/2017 |
| Unemployed | Waterford | MI | 03/2020 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-26 |
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