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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 |
|---|---|---|---|
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
Johnston, RI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 03/2023 | Present |
| Unemployed | Johnston | RI | 10/2022 | 03/2023 |
| Fp Solutions Ri | Cranston | RI | 06/2022 | 10/2022 |
| Unemployed; On Temporary Caregivers Leave Through Ri | Johnston | RI | 05/2022 | 06/2022 |
| Farmers Insurance | Warwick | RI | 04/2021 | 05/2022 |
| Metlife | Warwick | RI | 03/2018 | 04/2021 |
| Cvs | Cumberland | RI | 10/2017 | 03/2018 |
| Silverman Mcgovern Staffing Solutions | Providence | RI | 01/2017 | 10/2017 |
| Petsmart | Johnston | RI | 08/2015 | 01/2017 |
| Full-Time Student | Johnston | RI | 07/2012 | 11/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-10 |
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