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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
RI RA APPROVED 2026-03-04
TX RA APPROVED 2026-03-04
  • RI RA
    APPROVED
    Since 2026-03-04
  • TX RA
    APPROVED
    Since 2026-03-04

Branch Locations

Rumford, RI • 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
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
  • 08/2020 → 07/2021
    Christopher Trainor & Associates
    White Lake, MI
  • 08/2016 → 04/2020
    Alma College
    Alma, MI
  • 04/2018 → 06/2018
    Right At Home
    Bloomfield Hills, MI
  • 09/2019 → 03/2020
    Alma College
    Alma, MI
  • 06/2019 → 08/2019
    Shark Club
    Waterford, MI
  • 02/2022 → 10/2025
    Richemont North America
    Shelton, CT
  • 10/2025 → Present
    Fidelity Investments
    Smithfield, RI
  • 06/2018 → 08/2018
    Sweetwater Entertainment
    Waterford, MI
  • 06/2017 → 08/2018
    Moffett Vitu Lascoe Packus & Sims
    Birmingham, MI
  • 07/2021 → 02/2022
    Unemployed
    Providence, RI
  • 05/2015 → 01/2017
    Amc Theatres Amc Star Great Lakes 25
    Auburn Hills, MI
  • 03/2020 → 08/2020
    Unemployed
    Waterford, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-26
  • S66 Uniform Combined State Law Examination
    2026-02-26
Other Names
  • Angel Hall
  • Angel Sue Hall

View on SEC IAPD

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