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 |
|---|---|---|---|
| NH | RA | APPROVED | 2025-05-29 |
| TX | RA | APPROVED | 2025-05-29 |
Branch Locations
Manchester, NH • United States
Two Contra Way, Merrimack, NH 03054-4334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Hampshire Air National Guard | Portsmouth | NH | 12/2014 | 12/2020 |
| Pease Fire Department/State Of New Hampshire | Portsmouth | NH | 11/2018 | 11/2021 |
| Pease Fire Department/Federal | Portsmouth | NH | 12/2021 | 01/2022 |
| Care Plus Ems | Manchester | NH | 01/2018 | 10/2018 |
| Sheffield | Nashua | NH | 10/2018 | 11/2018 |
| United States Air Force | San Angelo | TX | 04/2016 | 10/2016 |
| United States Air Force | Portsmouth | NH | 10/2016 | 04/2017 |
| United States Air Force | Deployed Location | XX | 04/2017 | 12/2017 |
| Fidelity Investments | Merrimack | NH | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-06 |
Reach out to this advisor