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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 |
|---|---|---|---|
| HI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
1236 Lauhala #301, Honolulu, HI 96817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, L.P. | San Diego | CA | 08/2003 | 12/2019 |
| Hawaii Usa Federal Credit Union | Honolulu | HI | 08/2003 | 03/2017 |
| Hawaii State Federal Credit Union | Aiea | HI | 03/2017 | 12/2018 |
| Cuso Financial Service, Lp | San Diego | CA | 01/2019 | 12/2019 |
| Patelco Credit Union | Castro Valley | CA | 01/2019 | 12/2019 |
| Jp Morgan Securities, Llc | San Francisco | CA | 12/2019 | 08/2020 |
| Jp Morgan Chase Bank, N.A. | San Francisco | CA | 12/2019 | 08/2020 |
| Equitable Advisors Llc | New York | NY | 09/2020 | 09/2020 |
| Madison Avenue Securities, Llc | San Diego | CA | 10/2020 | 11/2021 |
| E.A. Buck Financial Services | Kapolei | HI | 10/2020 | 11/2021 |
| Ae Wealth Management, Llc | Topeka | KS | 10/2020 | 11/2021 |
| Fidelity Investments | Salt Lake City | UT | 11/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-05 |
| S66 | Uniform Combined State Law Examination | 2007-08-07 |
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