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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2026-02-02 |
| TX | RA | APPROVED | 2026-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Towson University | Towson | MD | 08/2019 | 05/2022 |
| Fidelity Investments | Annapolis | MD | 10/2025 | Present |
| Unemployed | North Potomac | MD | 09/2025 | 10/2025 |
| Commonwealth Movers | Gaithersburg | MD | 05/2019 | 08/2019 |
| Unemployed | North Potomac | MD | 04/2025 | 09/2025 |
| Unemployed | North Potomac | MD | 08/2015 | 05/2019 |
| Capitol Develop Design Inc. | Beltsville | MD | 12/2019 | 08/2020 |
| Unemployed | North Potomac | MD | 05/2022 | 05/2023 |
| Quince Orchard High School | North Potomac | MD | 01/2015 | 06/2017 |
| Prudential | Baltimore | MD | 05/2023 | 04/2025 |
OBA-124166|OrgNmn:Michael Armin Towhidi|Org Addr:North Poto,Maryland,US|OBA Nature:Fitness Social Media|Invst Rel:N|Title:Owner|Duties:Create fitness and lifestyle content, workout plans, and hold fitness consulting calls|StrtDt:|TotHrs/mon:50|TrdHrs/mon:0|OBA-127325|OrgNmn:Ocean Wealth Solutions LLC|Org Addr:North Poto,Maryland,US|OBA Nature:No actual business conducted. |Invst Rel:N|Title:Sole Proprietor|Duties:No duties or obligations beyond renweal of LLC to maintain the name of the business. |StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-30 |
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