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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Los Angeles, CA • United States
Los Angeles, CA • United States
155 N Lake Avenue, Pasadena, CA 91101-1848 • United States
123-127 South Lake Ave., Pasadena, CA 91101-2604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concordia University Chicago | River Forest | IL | 02/2019 | 04/2022 |
| Sprouts | West Hills | CA | 08/2020 | 12/2020 |
| Joey Restaurants | Woodland Hills | CA | 05/2021 | 08/2021 |
| North Orange County Referee Association | Santa Ana | CA | 06/2021 | 07/2022 |
| Fidelity Investments | Pasadena | CA | 08/2022 | Present |
| New Roads High School | Santa Monica | CA | 08/2012 | 06/2017 |
| Concordia University Chicago | River Forest | IL | 07/2017 | 07/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-17 |
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