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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank Of Pa | North Royalton | OH | 12/2015 | 02/2018 |
| Cetera Investment Services Llc | St.CLoud | MN | 02/2018 | 05/2019 |
| Cetera Investment Advisers Llc | Strongville | OH | 04/2018 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Broadview Heights | OH | 09/2019 | 05/2022 |
| Unemployed | Hinckley | OH | 05/2019 | 09/2019 |
| Fidelity Investments | Hinckley | OH | 05/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-23 |
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