Best Investors Account Sign in
Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-05-28
  • NJ RA
    APPROVED
    Since 2026-05-28

Branch Locations

Green Brook, NJ • United States

198 Rt 9 N Ste 106, Manalapan, NJ 07726-3073 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Magyar Bank New Brunswick NJ 05/2023 08/2023
Green Brook Middle School Green Brook NJ 01/2016 07/2017
Unemployed Green Brook NJ 05/2025 08/2025
Oak Crest Summer Camp Somerset NJ 06/2022 08/2022
Fidelity Investments Manalapan NJ 01/2026 Present
Michigan State University East Lansing MI 08/2023 05/2025
Michigan State University East Lansing NJ 08/2021 05/2022
Michigan State University East Lansing MI 08/2022 05/2023
Unemployed Green Brook NJ 07/2021 08/2021
Warren Township Schools Warren NJ 08/2025 01/2026
Michigan State University East Lansing MI 08/2023 05/2025
Magyar Bank New Brunswick NJ 05/2024 08/2024
Watchung Hills Regional Highschool Watchung MI 08/2017 06/2021
  • 05/2023 → 08/2023
    Magyar Bank
    New Brunswick, NJ
  • 01/2016 → 07/2017
    Green Brook Middle School
    Green Brook, NJ
  • 05/2025 → 08/2025
    Unemployed
    Green Brook, NJ
  • 06/2022 → 08/2022
    Oak Crest Summer Camp
    Somerset, NJ
  • 01/2026 → Present
    Fidelity Investments
    Manalapan, NJ
  • 08/2023 → 05/2025
    Michigan State University
    East Lansing, MI
  • 08/2021 → 05/2022
    Michigan State University
    East Lansing, NJ
  • 08/2022 → 05/2023
    Michigan State University
    East Lansing, MI
  • 07/2021 → 08/2021
    Unemployed
    Green Brook, NJ
  • 08/2025 → 01/2026
    Warren Township Schools
    Warren, NJ
  • 08/2023 → 05/2025
    Michigan State University
    East Lansing, MI
  • 05/2024 → 08/2024
    Magyar Bank
    New Brunswick, NJ
  • 08/2017 → 06/2021
    Watchung Hills Regional Highschool
    Watchung, MI
Other Businesses

OBA-126689|OrgNmn:Warren Township Schools|Org Addr:Warren ,New Jersey,US|OBA Nature:Sub Custodian|Invst Rel:N|Title:Sub Custodian|Duties:Clean and take care of sections of the schools|StrtDt:10-06-25|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-20
  • S66 Uniform Combined State Law Examination
    2026-05-20

View on SEC IAPD

More in Green Brook, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor