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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 | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 03/2022 | 10/2022 |
| Unemployed | West Lafayette | IN | 09/2021 | 02/2022 |
| Bvcc | New York City | NY | 06/2021 | 08/2021 |
| Reach Capital | San Francisco | CA | 06/2021 | 08/2021 |
| Dataready Dfw | Dallas | TX | 10/2020 | 01/2021 |
| Lami Fyre: University Of Virginia | Charlottesville | VA | 06/2019 | 08/2019 |
| Hampton University | Hampton | VA | 01/2017 | 06/2018 |
| Ozzie Smith Sports Academy | Newport News | VA | 06/2016 | 08/2018 |
| Unemployed | Newport News | VA | 01/2012 | 06/2018 |
| Fidelity Investments | Lafayette | IN | 11/2022 | Present |
| North Carolina A&T State University | Greensboro | VA | 08/2018 | 05/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-08 |
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