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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-22 |
| RI | RA | APPROVED | 2026-06-10 |
| TX | RA | APPROVED | 2026-06-10 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 09/2021 | Present |
| Mobile Telecommunications Network Nigeria | Lagos | 10/2016 | 04/2017 | |
| Mobile Telecommunications Network Nigeria | Lagos | 05/2012 | 11/2016 | |
| Unemployed | Lagos | 05/2017 | 09/2017 | |
| Rhode Island Allied Health Institute | Providence | RI | 01/2018 | 07/2018 |
| Rhode Island Allied Health Institute | Providence | RI | 08/2018 | 01/2019 |
| Unemployed | Albion | RI | 10/2017 | 12/2017 |
| Cvs Caremark | Pawtucket | RI | 01/2019 | 08/2021 |
OBA-119413|OrgNmn:Emerald Option LLC|Org Addr:North Prov,Rhode Isla,US|OBA Nature:Sell African food and clothing|Invst Rel:N|Title:Sole Proprietor|Duties:Be the administrator of the website. The developer will be responsible for loading and manging the site |StrtDt:05-21-25|TotHrs/mon:4|TrdHrs/mon:0|OBA-119411|OrgNmn:Escaped and overcame Prayer Ministry |Org Addr:Lagos ,,NG|OBA Nature:Phone prayer meeting |Invst Rel:N|Title:Officer|Duties:Lead prayers and sermon during the meeting |StrtDt:05-20-25|TotHrs/mon:6|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-11 |
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