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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-08-25
TX RA APPROVED 2025-03-31
  • SC RA
    APPROVED
    Since 2025-08-25
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

430 William Hilton Parkway Suite 305, Hilton Head Island, SC 29926-2409 • United States

Bluffton, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Timberland Construction Cheshire CT 09/2011 09/2021
Core Training Academy Orange CT 05/2019 09/2021
Babson College Wellesley MA 09/2018 05/2019
Lasell College Newton MA 09/2016 05/2019
Live Nation Wallingford CT 09/2015 12/2019
Uber Cheshire CT 04/2020 09/2021
Grubhub Cheshire CT 04/2020 09/2021
Fidelity Investments Merrimack NH 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2011 → 09/2021
    Timberland Construction
    Cheshire, CT
  • 05/2019 → 09/2021
    Core Training Academy
    Orange, CT
  • 09/2018 → 05/2019
    Babson College
    Wellesley, MA
  • 09/2016 → 05/2019
    Lasell College
    Newton, MA
  • 09/2015 → 12/2019
    Live Nation
    Wallingford, CT
  • 04/2020 → 09/2021
    Uber
    Cheshire, CT
  • 04/2020 → 09/2021
    Grubhub
    Cheshire, CT
  • 09/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Greenville, DE
Other Businesses

OBA-110158|OrgNmn:Ebay |Org Addr:San Jose ,California,US|OBA Nature:Reselling|Invst Rel:N|Title:Reseller |Duties:selling items on ebay, shoes, novalties, etc. |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-08
S63 Uniform Securities Agent State Law Examination 2022-09-09
  • S66 Uniform Combined State Law Examination
    2024-03-08
  • S63 Uniform Securities Agent State Law Examination
    2022-09-09
Other Names
  • Andre Gene Marchesseault
  • Andre Gene Marchesseault
  • Andre Marchesseault

View on SEC IAPD

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