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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-09 |
| TX | RA | APPROVED | 2026-04-08 |
| NJ | RA | APPROVED | 2026-03-05 |
Branch Locations
Freemansburg, PA • United States
750 Route 202 Suites 110, 430, Bridgewater, NJ 08807-5530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| One Dollar Zone | Manville | NJ | 11/2015 | 09/2016 |
| Interstate Batteries | Flemingston | NJ | 08/2020 | 10/2022 |
| Raritan Valley Community College | Branchburg | NJ | 08/2016 | 08/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 10/2022 | 02/2026 |
| Bank Of America, N.A. | Pennington | NJ | 09/2024 | 02/2026 |
| Fidelity Investments | Bridgewater | NJ | 02/2026 | Present |
| Manville Recreational Department | Manville | NJ | 05/2015 | 09/2017 |
| Victoria'S Secret Stores | Bridgewater | NJ | 12/2018 | 01/2019 |
OBA-129489|OrgNmn:GDS Holding LLC|Org Addr:Freemansbu,Pennsylvan,US|OBA Nature:Holding company |Invst Rel:Y|Title:Member/ passive real estate inves|Duties:My duties may include reviewing potential real estate opportunities, contributing capital, participating in ownership-level decisions, coordin|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-18 |
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