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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Frito Lay | Nashville | TN | 04/2018 | 12/2022 |
| Paramount Produce | Flat Rock | NC | 08/2017 | 04/2018 |
| Ingles Markets | Black Mountain | NC | 01/2015 | 08/2017 |
| Thrivent Investment Management Inc | Clarksville | TN | 09/2022 | 09/2023 |
| Thrivent Financial | Appleton | WI | 12/2022 | 06/2023 |
| Thrivent Financial | Appleton | WI | 06/2023 | 09/2023 |
| Fidelity Brokerage Services | Clarksville | TN | 10/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-126524|OrgNmn:Habadah It|Org Addr:Clarksvill,Tennessee,US|OBA Nature:Selling Mensware|Invst Rel:N|Title:Sole Proprietor|Duties:Outside of my job at Fidelity, I will source materials and vintage fashion items. I will design and restore. I will selll the items making soc|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-28 |
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