Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-16 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Plymouth | PA | 07/2015 | 11/2021 |
| Wells Fargo Advisors, Llc | Plymouth | PA | 08/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Plymouth | PA | 11/2016 | 11/2021 |
| Lpl Financial Llc | Wilkes Barre | PA | 11/2021 | 03/2023 |
| Community Bank, National Association | Wilkes Barre | PA | 11/2021 | 03/2023 |
| Fidelity Investments | Jacksonville | FL | 03/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Fidelity Brokerage Services Llc | Phoenix | AZ | 07/2026 | Present |
| Strategic Advisers Llc | Phoenix | AZ | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-15 |
Reach out to this advisor