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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED | 2026-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Marlin Real Estate | Merritt Island | FL | 06/2025 | 03/2026 |
| Morgan Stanley | Melbourne | FL | 01/2019 | 01/2021 |
| Johns Brothers Financial | Viera | FL | 11/2015 | 01/2019 |
| Johns Brothers Financial | Viera | FL | 03/2024 | 12/2025 |
| Fidelity Investments | Tallahassee | FL | 04/2026 | Present |
| J.P. Morgan Chase | Melbourne | FL | 01/2021 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-24 |
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