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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Florham Park, NJ • United States
35 Morris Street, Morristown, NJ 07960-3919 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 01/2017 | 11/2017 |
| Goldman Sachs & Co. | New York | NY | 07/2015 | 01/2017 |
| Bank Of America, N.A. | New York | NY | 05/2017 | 11/2017 |
| Coastal Bridge Advisors | Westport | CT | 08/2018 | 08/2021 |
| Unemployed | New York | NY | 11/2017 | 08/2018 |
| Fidelity Investments | Morristown | NJ | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-06 |
| S66 | Uniform Combined State Law Examination | 2017-03-08 |
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