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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-23 |
| TX | RA | APPROVED | 2026-04-23 |
Branch Locations
20530 North Rand Road Suite 448, Deer Park, IL 60010-7233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-20 |
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