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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-28 |
Branch Locations
Green Brook, NJ • United States
198 Rt 9 N Ste 106, Manalapan, NJ 07726-3073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-20 |
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