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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-09 |
| RI | RA | APPROVED | 2026-06-30 |
| TX | RA | APPROVED | 2026-06-30 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
Medfield, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saint Catherines Of Siena | Norwood | MA | 09/2015 | 09/2016 |
| Century 21 | Medfield | MA | 09/2016 | 09/2020 |
| Brothers Marketplace | Medfield | MA | 06/2018 | 11/2018 |
| Xaverian Brothers Highschool | Westwood | MA | 09/2016 | 06/2020 |
| Shady Tree Landscaping | Norwood | MA | 05/2020 | 09/2020 |
| Sunday River Snow Sports | Bethel | ME | 11/2019 | 03/2022 |
| Locus Robotics | Wilmington | MA | 06/2022 | 09/2022 |
| Locus Robotics | Wilmington | MA | 05/2023 | 08/2023 |
| Providence College | Providence | RI | 09/2020 | 05/2024 |
| Berkshire Hathaway | Medfield | MA | 05/2024 | 11/2024 |
| Fidelity Investments | Smithfield | RI | 11/2024 | 05/2025 |
| Fidelity Investments | Smithfield | RI | 05/2025 | 01/2026 |
| Fidelity Investments | Smithfield | RI | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-15 |
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