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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Carolina State University Department Of Chemistry | Raleigh | NC | 05/2019 | 04/2020 |
| Unemployed | Raleigh | NC | 04/2020 | 06/2020 |
| North Carolina State University Department Of Chemistry | Raleigh | NC | 06/2020 | 06/2021 |
| United States Postal Service | Cedar City | UT | 06/2021 | 08/2021 |
| Southwest Plumbing Supply | Cedar City | UT | 08/2021 | 11/2021 |
| State Bank Of Southern Utah Financial Services | Cedar City | UT | 11/2021 | 09/2022 |
| In School | Greenvillie | NC | 06/2012 | 05/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2022 | 09/2022 |
| Cetera Investment Advisers Llc | Cedar City | UT | 09/2022 | 09/2022 |
| Fidelity Investments | Tacoma | WA | 10/2022 | Present |
| Unc Chapel Hill | Chapel Hill | NC | 08/2015 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-02 |
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