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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_RES | 2025-07-31 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Canyon Country | CA | 06/2022 | 05/2024 |
| Wells Fargo Bank, Na | Canyon Country | CA | 08/2018 | 06/2022 |
| Jp Morgan Chase | Simi Valley | CA | 05/2017 | 07/2018 |
| Burger Lounge | West Hollywood | CA | 08/2016 | 04/2017 |
| Uniworld River Cruises | Encino | CA | 08/2015 | 10/2016 |
| M.Y.D.S. Inc | San Fernando, | CA | 03/2021 | 05/2024 |
| Fidelity Investments | San Fernando | CA | 05/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-109925|OrgNmn:Hobby / Buy, Sell, Trade Athletic Sneakers|Org Addr:SAN FERNAN,California,US|OBA Nature:Personal hobby of Athletic Sne|Invst Rel:N|Title:Do not have one, personal hobby|Duties:None, just a hobby on personal free time away from duties or obligations|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-31 |
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