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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 | 2026-05-14 |
| TX | RA | APPROVED | 2026-05-14 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
Smithfield, RI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Trap North | Smithfield | RI | 05/2023 | 06/2023 |
| Ideal Image | Cranston | RI | 11/2020 | 11/2022 |
| Fidelity Investments | Smithfield | RI | 01/2026 | Present |
| Bonnet Shores Beach Club | Narragansett | RI | 05/2017 | 09/2017 |
| Mediterranean Grille And Pizzeria | Attleboro | MA | 09/2017 | 11/2017 |
| National Laser Institute | Scottsdale | AZ | 08/2025 | 11/2025 |
| Agape Medical Spa | Johnston | RI | 01/2022 | 01/2026 |
| Rebel Lounge And Restaurant | Providence | RI | 03/2016 | 03/2017 |
| Mare Rooftop | Providence | RI | 06/2018 | 07/2018 |
| Dublin Rose Irish Sports Pub | Seekonk | MA | 10/2013 | 02/2023 |
OBA-126847|OrgNmn:National Laser Institute|Org Addr:scottsdale,Arizona,US|OBA Nature:Laser Training|Invst Rel:N|Title:Employee|Duties:~ one weekend per quarter (on an as needed/voluntary basis) March start date is NOT accurate. I usually get asked to teach 1-2 weeks prior, an|StrtDt:03-07-26|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-07 |
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