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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 |
|---|---|---|---|
| KS | RA | APPROVED | 2026-05-20 |
| TX | RA | APPROVED | 2026-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foothills Credit Union | Lakewood | CO | 03/2022 | 09/2022 |
| Capitol Federal Savings Bank | Topeka | KS | 12/2019 | 02/2022 |
| Azura Credit Union | Topeka | KS | 07/2018 | 07/2019 |
| Unemployed | Topeka | KS | 07/2019 | 12/2019 |
| Maximus Inc. | Topeka | KS | 02/2017 | 07/2018 |
| Unemployed | Topeka | KS | 10/2012 | 02/2017 |
| Al's Radiant Detailing And Paint Correction | Topeka | KS | 08/2021 | 10/2022 |
| Fidelity Investments Llc | Greenwood Village | CO | 10/2022 | Present |
OBA-93622|OrgNmn:Al's Radiant Detailing and Paint Correction|Org Addr:Topeka,Kansas,US|OBA Nature:Auto Detailing and Paint Corre|Invst Rel:N|Title:Owner|Duties:Handle scheduling and Detail work as needed|StrtDt:08-01-21|TotHrs/mon:0.01|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-01 |
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