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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-15 |
Branch Locations
Porter Ranch, CA • United States
6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Los Angeles Pierce College | Los Angeles | CA | 08/2020 | 05/2021 |
| Daum Commercial Real Estate Services | Costa Mesa | CA | 06/2023 | 08/2023 |
| Fidelity Investments | Woodland Hills | CA | 01/2026 | Present |
| Cvs | Porter Ranch | CA | 05/2021 | 08/2021 |
| Granada Hills Charter High School | Granada Hills | CA | 01/2020 | 03/2020 |
| Granada Hills Charter High School | Granada Hills | CA | 03/2020 | 06/2020 |
| Kumon Math And Reading Center Of Porter Ranch | Porter Ranch | CA | 09/2019 | 03/2020 |
| Unemployed | Los Angeles | CA | 06/2020 | 07/2020 |
| Unemployed | Los Angeles | CA | 05/2025 | 01/2026 |
| Pepperdine University | Los Angeles | CA | 08/2021 | 05/2022 |
| Granada Hills Charter High School | Granada Hills | CA | 08/2016 | 09/2019 |
| Vector Marketing | Northridge | CA | 07/2020 | 08/2020 |
| Pepperdine University Office Of The Registrar | Malibu | CA | 05/2022 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-08 |
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