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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cru - Campus Crusade For Christ | Fort Collins | CO | 06/2017 | 07/2017 |
| Vector Marketing Corp | Colorado Springs | CO | 09/2017 | 08/2019 |
| Full-Time Student | Colorado Springs | CO | 01/2012 | 12/2018 |
| Pikes Peak United Way | Colorado Springs | CO | 10/2017 | 12/2017 |
| Letourneau University | Longview | TX | 08/2018 | 11/2018 |
| Westin Westminster | Westminster | CO | 07/2019 | 11/2019 |
| Huhot Mongolian Restaurant | Arvada | CO | 08/2019 | 08/2019 |
| Connect Wireless/Prime Communications | Denver | CO | 11/2019 | 06/2021 |
| Laz Parking | Denver | CO | 10/2019 | 10/2019 |
| Amazon | Denver | CO | 05/2020 | 05/2020 |
| Up Shirt Creek | South Lake Tahoe | CA | 06/2021 | 08/2021 |
| Olive Garden Restaurants | Westminster | CO | 08/2021 | 10/2022 |
| Enjoy Technology Inc | Denver | CO | 10/2021 | 03/2022 |
| Trinet | Denver | CO | 03/2022 | 10/2022 |
| Vertafore | Denver | CO | 06/2022 | 07/2022 |
| Bill.cOm | Denver | CO | 07/2022 | 10/2022 |
| Fidelity Investments | Greenwood Village | CO | 10/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-93206|OrgNmn:Olive Garden Italian Restaurant|Org Addr:Aurora,Colorado,US|OBA Nature:A Restaurant|Invst Rel:N|Title:Employee|Duties:I wait tables on weekends at Olive Garden.|StrtDt:08-23-21|TotHrs/mon:45|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-05 |
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