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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
IL RA APPROVED 2026-04-23
TX RA APPROVED 2026-04-23
  • IL RA
    APPROVED
    Since 2026-04-23
  • TX RA
    APPROVED
    Since 2026-04-23

Branch Locations

Mchenry, IL • United States

20530 North Rand Road Suite 448, Deer Park, IL 60010-7233 • 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
First Institute Crystal Lake IL 08/2023 09/2025
Unemployed Mchenry IL 09/2025 11/2025
Wintrust Mortgage South Barrington IL 06/2019 07/2020
Life Time Algonquin IL 04/2018 10/2018
Crystal Lake South High School Crystal Lake IL 01/2019 06/2019
Michaels Algonquin IL 10/2018 01/2019
Mobile Therapy Centers Of America Crystal Lake IL 05/2022 07/2022
Crystal Lake South High School Crystal Lake IL 10/2017 04/2018
Illinois State University Normal IL 07/2020 05/2022
Illinois State University Normal IL 07/2022 08/2023
All Seasons Orchard Woodstock IL 08/2017 10/2017
Fidelity Investments Deer Park IL 11/2025 Present
Crystal Lake South High School Crystal Lake IL 10/2015 08/2017
  • 08/2023 → 09/2025
    First Institute
    Crystal Lake, IL
  • 09/2025 → 11/2025
    Unemployed
    Mchenry, IL
  • 06/2019 → 07/2020
    Wintrust Mortgage
    South Barrington, IL
  • 04/2018 → 10/2018
    Life Time
    Algonquin, IL
  • 01/2019 → 06/2019
    Crystal Lake South High School
    Crystal Lake, IL
  • 10/2018 → 01/2019
    Michaels
    Algonquin, IL
  • 05/2022 → 07/2022
    Mobile Therapy Centers Of America
    Crystal Lake, IL
  • 10/2017 → 04/2018
    Crystal Lake South High School
    Crystal Lake, IL
  • 07/2020 → 05/2022
    Illinois State University
    Normal, IL
  • 07/2022 → 08/2023
    Illinois State University
    Normal, IL
  • 08/2017 → 10/2017
    All Seasons Orchard
    Woodstock, IL
  • 11/2025 → Present
    Fidelity Investments
    Deer Park, IL
  • 10/2015 → 08/2017
    Crystal Lake South High School
    Crystal Lake, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-20
  • S66 Uniform Combined State Law Examination
    2026-04-20

View on SEC IAPD

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