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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
200 Technology Square, Cambridge, MA 02139-3578 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Department Of Conservation And Recreation | Boston | MA | 06/2021 | 09/2021 |
| Department Of Conservation And Recreation | Saugus | MA | 05/2019 | 09/2020 |
| University Of Massachusetts Amherst | Amherst | MA | 09/2018 | 05/2022 |
| City Of Melrose | Melrose | MA | 06/2016 | 09/2018 |
| City Of Melrose | Melrose | MA | 12/2021 | 01/2022 |
| Ideatrek | Boston | MA | 01/2021 | 04/2021 |
| Melrose Public Schools | Melrose | MA | 06/2012 | 06/2018 |
| University Of Massachusetts Amherst | Amherst | MA | 02/2022 | 05/2022 |
| Melrose Public Schools | Melrose | MA | 12/2020 | 06/2021 |
| Fidelity Investments | Cambridge | MA | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-09 |
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