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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_RES | 2026-03-18 |
| MO | RA | APPROVED | 2025-10-27 |
Branch Locations
Ellisville, MO • United States
16090 Swingley Ridge Rd Suite 100 - 300, Chesterfield, MO 63017-2064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-28 |
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