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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 |
|---|---|---|---|
| FL | 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Deerfield Beach | FL | 02/2016 | 07/2020 |
| New York Community Bank | Deerfield Beach | FL | 02/2016 | 07/2020 |
| Fidelity Investments | Ft Lauderdale | FL | 07/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-15924|OrgNmn:Ronald Weiss & Jennifer Weiss Life Ins Trust|Org Addr:New York,New York,US|OBA Nature:life insurance trust for my st|Invst Rel:N|Title:Trustee|Duties:Process payments of life insurance premiums. Administer trust in case of death of owners.|StrtDt:11-30-08|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-25 |
| S65 | Uniform Investment Adviser Law Examination | 1996-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-27 |
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