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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gray & Creech Office Solutions | Raleigh | NC | 07/2021 | 11/2021 |
| 5 Star Design Window Tinting & Graphics | Raleigh | NC | 02/2021 | 10/2021 |
| Pest And Termite Consultants | Raleigh | NC | 08/2020 | 02/2021 |
| Brasa Brazilian Steakhouse | Raleigh | NC | 09/2019 | 08/2020 |
| Runnit Inc. | Greensboro | NC | 09/2018 | 06/2019 |
| Acquire Nc | Raleigh | NC | 07/2018 | 10/2018 |
| Traditions In Tile | Raleigh | NC | 04/2017 | 06/2018 |
| Belk, Inc. | Raleigh | NC | 11/2016 | 03/2017 |
| Brasa Brazilian Steakhouse | Raleigh | NC | 09/2015 | 10/2016 |
| Fidelity Investments | Durham | NC | 02/2022 | Present |
| Unemployed | Raleigh | NC | 11/2021 | 02/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-111512|OrgNmn:Boosted Media LLC dba Boosted Marketing|Org Addr:Durham,North Caro,US|OBA Nature:I provide online/digital marke|Invst Rel:N|Title:Sole Proprietor|Duties:My duties include content creation, copywriting, managing PPC advertising, and other various digital marketing services. |StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-06 |
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