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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 |
|---|---|---|---|
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Providence Revolving Fund | Providence | RI | 07/2021 | 10/2021 |
| Providence Housing Authority | Providence | RI | 06/2018 | 07/2021 |
| Rhode Island Housing | Providence | RI | 12/2015 | 05/2018 |
| Fidelity Investments | Smithfield | RI | 10/2021 | Present |
| Cantoral Can Llc | Glendale | RI | 03/2017 | 10/2021 |
| Tres Potrancas Llc | Glendale | RI | 08/2019 | 10/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-63511|OrgNmn:Cantoral CAN LLC|Org Addr:Burrillvil,Rhode Isla,US|OBA Nature:Construction Contracting|Invst Rel:N|Title:Partner|Duties:Bookkeeping, marketing, general management|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-63516|OrgNmn:Tres Potrancas LLC|Org Addr:Burrillvil,Rhode Isla,US|OBA Nature:farm/real estate|Invst Rel:N|Title:Sole Proprietor|Duties:general operations including bookkeeping, marketing, sales on weekends|StrtDt:|TotHrs/mon:32|TrdHrs/mon:1.5|OBA-100837|OrgNmn:Girl Scouts of Southern New England|Org Addr:Burrillvil,Rhode Isla,US|OBA Nature:Girl scout trout developing fu|Invst Rel:N|Title:Co-Troop Leader|Duties:Lead meetings, chaperone, account for troop funds and accounts|StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|OBA-117809|OrgNmn:Ofelia Cantoral, Author|Org Addr:Glendale,Rhode Isla,US|OBA Nature:Ofelia Cantoral, the author, i|Invst Rel:N|Title:Mom and pass through for her busi|Duties:I help promote her work and serve as the pass through for funds recieved from sales of the book|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-03 |
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