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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 | 2026-08-20 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
North Port, FL • United States
201 N Cattlemen Rd, Sarasota, FL 34243-4743 • United States
5322 Fm 1960 Rd W, Houston, TX 77069-4404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 10/2022 | 04/2023 |
| La Fitness | Bensalem | PA | 06/2022 | 09/2022 |
| J.P. Morgan Securities Llc | Philadelphia | PA | 06/2023 | 04/2024 |
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 06/2023 | 04/2024 |
| Unemployed | Philadelphia | PA | 05/2023 | 05/2023 |
| Unemployed | State College | PA | 07/2016 | 05/2022 |
| Fidelity Investments | Houston | TX | 04/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-03 |
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