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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 | 2025-10-17 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Antonio | TX | 12/2010 | 09/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2019 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 09/2019 | 04/2024 |
| Unemployed | San Antonio | TX | 04/2024 | 03/2025 |
| Door Dash | San Antonio | TX | 03/2025 | 08/2025 |
| Fidelity Investments | San Antonio | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-10 |
| S65 | Uniform Investment Adviser Law Examination | 1994-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-17 |
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