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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charleston | SC | 03/2015 | 10/2016 |
| Bank Of America, N.A. | Charleston | SC | 08/2015 | 10/2016 |
| Unemployed | Indian Island | SC | 11/2016 | 02/2017 |
| Edward Jones | St Louis | MO | 02/2017 | 08/2017 |
| Unemployed | Indian Land | SC | 08/2017 | 06/2018 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 06/2018 | 08/2018 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 06/2018 | 11/2018 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 06/2018 | 11/2018 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 06/2018 | 11/2018 |
| The Prudential Insurance Company Of America | Charlotte | NC | 12/2018 | 06/2021 |
| Pruco Securities Llc | Charlotte | NC | 12/2018 | 06/2021 |
| Fidelity Investments | Charlotte | NC | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-22 |
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