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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 |
|---|---|---|---|
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Harrisville, RI • United States
900 Salem Street, Smithfield, RI 02917-1243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 06/2022 | Present |
| Burrillville Extended Care | Burrillville | RI | 06/2020 | 05/2022 |
| Flood Ford Of East Greenwhich | East Greenwhich | RI | 05/2019 | 08/2019 |
| Spring Lake Beach | Burrillville | RI | 05/2018 | 08/2018 |
| Taco Shop | Burrillville | RI | 09/2016 | 11/2017 |
| University Of New Hampshire | Durham | NH | 08/2018 | 05/2019 |
| University Of New Hampshire | Durham | NH | 08/2018 | 05/2022 |
| Burrillville High School | Burrillville | RI | 08/2014 | 06/2018 |
| Day Kimbell Hospital | Putnam | CT | 05/2021 | 08/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-03 |
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