Best Investors
Account
Sign in
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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dfi Flooring | Gunbarrel | CO | 05/2021 | 04/2022 |
| Powdr Corp | Nederland | CO | 01/2021 | 04/2021 |
| The Home Depot | Boulder | CO | 05/2020 | 12/2020 |
| Snooze Restaurants | Broomfield | CO | 05/2019 | 08/2019 |
| Lazy Dog Restaurants | Broomfield | CO | 01/2019 | 03/2019 |
| Waterway Car & Gas | Broomfield | CO | 05/2017 | 08/2017 |
| Fidelity Investments | Greenwood Village | CO | 05/2022 | 09/2023 |
| Unemployed | Broomfield | CO | 05/2013 | 05/2017 |
| Universit Of Colorado | Boulder | CO | 08/2019 | 05/2023 |
| Unemployed | Broomfield | CO | 08/2017 | 05/2020 |
| Edward Jones | St Louis | MO | 09/2023 | 01/2024 |
| Fidelity Investments | Broomfield | CO | 01/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-08 |
Reach out to this advisor