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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
3100 S. College Ave Suite 110, Fort Collins, CO 80525-2654 • United States
1109 Oak Park Drive Suite 100, Fort Collins, CO 80525-6212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 11/2021 | Present |
| Progressive Leasing | Draper | UT | 07/2021 | 10/2021 |
| Church Of Jesus Christ Of Latter-Day Saints | Tampa | FL | 10/2020 | 05/2021 |
| Progressive Leasing | Draper | UT | 06/2018 | 09/2020 |
| Walgreens | Herriman | UT | 03/2018 | 06/2018 |
| Arctic Circle | Herriman | UT | 11/2017 | 03/2018 |
| Popular Design Mill & Cabinet | West Valley City | UT | 05/2016 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-04 |
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