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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Papa'S Pizza And Wings | Raleigh | NC | 09/2016 | 11/2016 |
| Amazon | Durham | NC | 11/2016 | 01/2017 |
| Target | Cary | NC | 11/2016 | 01/2019 |
| Wells Fargo | Raleigh | NC | 01/2019 | 12/2021 |
| Fidelity Investments | Durham | NC | 12/2021 | Present |
| Uber Eats | Raleigh | NC | 11/2020 | 12/2021 |
| Unemployed | Raleigh | NC | 12/2011 | 09/2016 |
| Wake Technical Community College | Raleigh | NC | 01/2017 | 05/2019 |
| University Of North Carolina At Greensboro | Greensboro | NC | 08/2019 | 05/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-29 |
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