Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-17 |
| TX | RA | APPROVED | 2025-07-17 |
Branch Locations
6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215 • United States
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elisa Chavez Insurance -State Farm | San Fernando | CA | 10/2018 | 03/2022 |
| The Home Depot | Woodland Hills | CA | 08/2014 | 09/2018 |
| Monarch Plan Advisors | Simi Valley | CA | 09/2018 | 10/2018 |
| Fidelity Investments | Woodland Hills | CA | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-27 |
Reach out to this advisor