Best Investors
Account
Sign in
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Jacksonville, FL • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Maine At Orono | Orono | ME | 08/2019 | 05/2021 |
| University Of Maine At Machias | Machias | ME | 08/2021 | 05/2022 |
| Maine Maritime Academy | Castine | ME | 08/2017 | 05/2019 |
| University Of Maine Orono | Orono | ME | 09/2019 | 12/2019 |
| Maine Maritime Academy | Castine | ME | 01/2019 | 05/2019 |
| Earthbound Trading Co. | St. Augustine | FL | 07/2018 | 08/2018 |
| Norway Brewing Co. | Norway | ME | 09/2016 | 08/2017 |
| Bolsters Mills General Store | Otisfield | ME | 10/2016 | 11/2016 |
| Fidelity Investments | Jacksonville | FL | 07/2022 | Present |
| Oxford Hills Comprehensive High School | South Paris | ME | 01/2014 | 06/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-04 |
Reach out to this advisor