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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
100 New Millennium Way, Durham, NC 27709-8204 • United States
Wake Forest, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 11/2021 | Present |
| Works-In-Progress Associates | New York | NY | 07/2019 | 11/2021 |
| Nest Seekers International | Southampton | NY | 02/2019 | 11/2021 |
| Keller Williams | Apex | NC | 01/2020 | 09/2021 |
| Town & Country Real Estate | Wethampton Beach | NY | 02/2018 | 02/2019 |
| Anatolia Enterprices Inc. | Farmingdale | NY | 02/2016 | 04/2020 |
| Hamptons Trader | Flanders | NY | 09/2017 | 01/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-19 |
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