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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
7628 W. Farmington Blvd Ste 110, Germantown, TN 38138-2827 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Staten Island | NY | 02/2013 | 09/2018 |
| Jp Morgan Securities Llc | Basking Ridge | NJ | 09/2018 | 02/2019 |
| Jp Morgan Chase Bank | Basking Ridge | NJ | 09/2018 | 02/2019 |
| Cuso Financial Services, Lp | San Diego | CA | 02/2019 | 09/2020 |
| Sorrento Pacific Financial, Llc | San Diego | CA | 02/2019 | 09/2020 |
| Fidelity Investments | Germantown | TN | 08/2021 | Present |
| Unemployed | Atlanta | GA | 09/2020 | 08/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-12 |
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