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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 | 2025-03-31 |
Branch Locations
139 North Loop 1604 East Suite #103, San Antonio, TX 78232-1392 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | San Antonio | TX | 07/2022 | Present |
| Rockefeller Capital Management | San Antonio | TX | 07/2021 | 04/2022 |
| United Healthcare | San Antonio | TX | 06/2020 | 12/2020 |
| Trinity University | San Antonio | TX | 08/2017 | 05/2021 |
| Hb Construction | Albuquerque | NM | 06/2019 | 08/2019 |
| Rbc Wealth Management | Albuquerque | NM | 06/2019 | 08/2019 |
| Ga Brunacini Construction | Albuquerque | NM | 06/2018 | 08/2018 |
| Albuquerque Academy | Albuquerque | NM | 06/2017 | 08/2017 |
| Albuquerque Academy | Albuquerque | NM | 08/2010 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-17 |
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