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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 |
|---|---|---|---|
| NC | 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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 02/2008 | 12/2019 |
| Tiaa | Charlotte | NC | 02/2008 | 12/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 08/2020 | 05/2021 |
| Tiaa | Charlotte | NC | 08/2020 | 05/2021 |
| Unemployed | Charlotte | NC | 12/2019 | 08/2020 |
| Unemployed | Belmont | NC | 05/2021 | 10/2021 |
| Fidelity Investments | Belmont | NC | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-08 |
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