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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-03 |
| NH | RA | APPROVED | 2025-06-26 |
| TX | RA | APPROVED | 2025-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sudbury Farms | Sudbury | MA | 09/2016 | 06/2018 |
| Ultimate Mobile Gaming | Marlborough | MA | 07/2018 | 08/2019 |
| Edible Arrangements | Framingham | MA | 06/2020 | 08/2020 |
| Miami University | Oxford Ohio | OH | 08/2017 | 06/2021 |
| Framingham High School | Framingham | MA | 08/2013 | 06/2017 |
| Fidelity Investments | Merrimack | NH | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-07 |
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