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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
100 New Millennium Way, Durham, NC 27709-8204 • United States
Raleigh, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Raleigh-Durham | NC | 02/2022 | Present |
| Davids Dumpling And Noodle Bar | Raleigh | NC | 08/2021 | 02/2022 |
| Cup A Joe | Raleigh | NC | 05/2021 | 08/2021 |
| Sweetwaters Coffee And Tea | Cary | NC | 09/2020 | 04/2021 |
| Nc State University Crafts Center | Raleigh | NC | 01/2019 | 01/2021 |
| Commscope Inc. | Catawba | NC | 06/2018 | 08/2018 |
| Full Time Student | Raleigh | NC | 08/2018 | 01/2019 |
| Full Time Student | Mooresville | NC | 08/2005 | 06/2018 |
| Five Guys | Mooresville | NC | 05/2020 | 07/2020 |
| Bull & Simechak Attorneys At Law, Llc | Ozark | AL | 05/2019 | 07/2019 |
| Jack The Dipper Ice Cream And Coffee Bar | Mooresville | NC | 08/2016 | 01/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-11 |
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