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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 | 2026-03-19 |
Branch Locations
Forest Knolls, CA • United States
601 Larkspur Landing Circle, Larkspur, CA 94939-1722 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| College Of Marin | Kentfield | CA | 08/2019 | 05/2021 |
| Unemployed | Forest Knolls | CA | 06/2019 | 08/2019 |
| Creekside Pizza & Taproom | San Anselmo | CA | 10/2017 | 02/2018 |
| Fidelity Investments | Larkspur | CA | 01/2026 | Present |
| Unemployed | Forest Knolls | CA | 05/2021 | 09/2021 |
| The Esports Institute Dba Esporterz | Larkspur | CA | 06/2023 | 12/2025 |
| University Of California Santa Barbara | Santa Barbara | CA | 09/2021 | 06/2023 |
| Unemployed | Forest Knolls | CA | 12/2025 | 01/2026 |
| Sir Francis Drake High School (Now Archie Williams) | San Anselmo | CA | 08/2015 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-17 |
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