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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-18
MO RA APPROVED 2025-10-27
  • TX RA
    APPROVED_RES
    Since 2026-03-18
  • MO RA
    APPROVED
    Since 2025-10-27

Branch Locations

Ellisville, MO • United States

16090 Swingley Ridge Rd Suite 100 - 300, Chesterfield, MO 63017-2064 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cracker Barrel Cape Girardeau MO 06/2018 02/2019
Show-Me Center Cape Girardeau MO 11/2017 04/2018
Integrity Alliance, Llc Elliville MO 02/2025 10/2025
Modern Woodmen Of America Rock Island IL 08/2021 01/2025
The Assurance Group Archdale NC 02/2025 10/2025
Fidelity Investments Chesterfield MO 10/2025 Present
Southeast Missouri State University Cape Girardeau MO 06/2016 08/2021
Mwa Financial Services Inc Rock Island IL 01/2022 02/2025
Uber Eats St. Louis MO 11/2020 05/2021
  • 06/2018 → 02/2019
    Cracker Barrel
    Cape Girardeau, MO
  • 11/2017 → 04/2018
    Show-Me Center
    Cape Girardeau, MO
  • 02/2025 → 10/2025
    Elliville, MO
  • 08/2021 → 01/2025
    Modern Woodmen Of America
    Rock Island, IL
  • 02/2025 → 10/2025
    The Assurance Group
    Archdale, NC
  • 10/2025 → Present
    Fidelity Investments
    Chesterfield, MO
  • 06/2016 → 08/2021
    Southeast Missouri State University
    Cape Girardeau, MO
  • 01/2022 → 02/2025
    Rock Island, IL
  • 11/2020 → 05/2021
    Uber Eats
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-24
S63 Uniform Securities Agent State Law Examination 2022-01-28
  • S65 Uniform Investment Adviser Law Examination
    2024-01-24
  • S63 Uniform Securities Agent State Law Examination
    2022-01-28
Other Names
  • Austin Briton Crump
  • Austin Crump

View on SEC IAPD

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