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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mbsc Securities Corporation | New York | NY | 07/2007 | 09/2016 |
| Hsbc Bank Usa National Association | New York | NY | 10/2016 | 08/2022 |
| Hsbc Securities (Usa) Inc | New York | NY | 01/2017 | 08/2022 |
| Fidelity Investments | Covington | KY | 08/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-26 |
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