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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 |
|---|---|---|---|---|
| Davids Restaurant | Portland | ME | 09/2017 | 05/2019 |
| The Corner Room | Portland | ME | 06/2017 | 08/2017 |
| Portland Parks And Recreation | Portland | ME | 05/2019 | 08/2019 |
| Rosemont Market And Bakery | Portland | ME | 05/2020 | 01/2022 |
| Skidmore College | Saratoga Springs | NY | 09/2021 | 12/2021 |
| Elsmere Restaurant | Portland | ME | 06/2021 | 08/2021 |
| Handfire Pizza | Jackson | WY | 06/2022 | 08/2022 |
| Whole Foods | Portland | ME | 12/2020 | 01/2021 |
| Mighty Wonderer | Portland | ME | 02/2022 | Present |
| Fidelity | Denver | CO | 10/2022 | Present |
| Skidmore College | Saratoga Springs | NY | 09/2018 | 05/2022 |
| Unemployed | Portland | ME | 08/2016 | 06/2017 |
| Unemployed | Portland | ME | 08/2019 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-93246|OrgNmn:Mighty Wonderer LLC|Org Addr:Portland,Maine,US|OBA Nature:Mighty Wonderer sells true-to-|Invst Rel:N|Title:Partner|Duties:Co-founder|StrtDt:02-01-22|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-24 |
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