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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 | 2026-05-12 |
| RI | RA | APPROVED | 2026-05-07 |
| TX | RA | APPROVED | 2026-05-07 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
Milton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Briarwood Meadows | Warwick | RI | 05/2023 | 08/2023 |
| Gfd Construction | Milton | MA | 05/2025 | 09/2025 |
| Fidelity Investments | Smithfield | RI | 10/2025 | Present |
| Unemployed | Milton | MA | 05/2019 | 09/2021 |
| Providence College | Providence | RI | 09/2021 | 05/2025 |
| Nfp Health | Braintree | MA | 05/2022 | 08/2022 |
| Milton Public School System | Milton | MA | 09/2005 | 05/2019 |
| Nashville Predators | Nashville | TN | 05/2024 | 08/2025 |
OBA-124489|OrgNmn:GDS Goaltending|Org Addr:North Ando,Massachuse,US|OBA Nature:Ice hockey Goalie coaching|Invst Rel:N|Title:Independent Contractor|Duties:I coach kids|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|OBA-125445|OrgNmn:Milton Youth Hockey|Org Addr:Milton,Massachuse,US|OBA Nature:youth hockey program|Invst Rel:N|Title:coach|Duties:coaching kids|StrtDt:11-22-25|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-14 |
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