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 |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
Belmont, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Depuy Synthes | Laurel | MD | 06/2021 | 08/2021 |
| Aloha Tournaments | Timonium | MD | 06/2020 | 08/2020 |
| Loyola Blakefield | Towson | MD | 09/2011 | 05/2018 |
| Bucknell University | Lewisburg | PA | 08/2018 | 05/2022 |
| Fidelity Investments | Merrimack | NH | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-02 |
Reach out to this advisor