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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-21 |
Branch Locations
8411 Preston Road Suite 130, Dallas, TX 75225-5521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Doordash | Waco | TX | 12/2025 | 12/2025 |
| Depop | Waco | TX | 11/2025 | 01/2026 |
| Unemployed | Horseshoe Bay | TX | 06/2022 | 06/2022 |
| Christoval Junior High | Christoval | TX | 08/2015 | 07/2018 |
| Halfmann'S Cake Cottage | San Angelo | TX | 01/2022 | 05/2022 |
| Fidelity Investments | Dallas | TX | 06/2025 | 08/2025 |
| Home Instead | Marble Falls | TX | 05/2025 | 05/2025 |
| Fidelity Investments | Dallas | TX | 01/2026 | Present |
| Baylor University | Waco | TX | 08/2022 | 12/2025 |
| Christoval High School | Christoval | TX | 08/2018 | 05/2022 |
| Home Instead | Marble Falls | TX | 12/2025 | 01/2026 |
| Horseshoe Bay Resort | Horseshoe Bay | TX | 07/2022 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-18 |
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