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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Fort Worth, TX • United States
One Destiny Way, Westlake, TX 76262-8103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 08/2021 | Present |
| Unemployed | Fort Worth | TX | 03/2021 | 07/2021 |
| Syneos Health | Dallas | TX | 02/2020 | 03/2021 |
| Iqvia | Dallas | TX | 09/2017 | 12/2019 |
| Publicis Touchpoint Solutions | Fort Worth | TX | 10/2015 | 12/2016 |
| Unemployed | Fort Worth | TX | 01/2017 | 09/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-62342|OrgNmn:Complete Baseball training|Org Addr:Fort Worth,Texas,US|OBA Nature:baseball instruction and priva|Invst Rel:N|Title:Hitting instructor|Duties:private instruction for kids|StrtDt:09-01-19|TotHrs/mon:16|TrdHrs/mon:0|OBA-62343|OrgNmn:Justice Properties|Org Addr:Fort Worth,Texas,US|OBA Nature:Rental properties|Invst Rel:Y|Title:Owner|Duties:owner |StrtDt:06-01-12|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-13 |
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