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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-26 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
900 North Orlando Ave, Winter Park, FL 32789-2924 • United States
Titusville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 10/2022 | Present |
| Brick Alley Pub | Newport | RI | 08/2020 | 09/2022 |
| Stop And Shop | Middletown | RI | 05/2020 | 08/2020 |
| Star Concessions: Chili's | Norfolk | VA | 08/2019 | 04/2020 |
| Rick's On The River | King George | VA | 05/2019 | 07/2019 |
| Randolph's On The River | Port Royal | VA | 06/2018 | 06/2019 |
| The Dirty Buffalo | Norfolk | VA | 08/2018 | 05/2019 |
| Old Dominion University | Norfolk | VA | 08/2017 | 01/2019 |
| Presidential Lakes Property Owner's Association | King George | VA | 05/2016 | 08/2018 |
| Food Lion | King George | VA | 06/2017 | 06/2018 |
| Old Dominion University | Norfolk | VA | 08/2016 | 05/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-10 |
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