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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-22 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
100 New Millennium Way, Durham, NC 27709-8204 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 05/2022 | Present |
| Hr Directions | Raleigh | NC | 02/2022 | 05/2022 |
| Prime Now Llc | Raleigh | NC | 09/2018 | 10/2020 |
| East Carolina University | Greenville | NC | 05/2018 | 05/2022 |
| Middle And High School | Karachi | 05/2012 | 01/2018 | |
| Harristeeter | Raleigh | NC | 03/2018 | 09/2018 |
| Walmart | Cary | NC | 02/2018 | 03/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-23 |
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