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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
100 New Millennium Way, Durham, NC 27709-8204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amerifirst Financial | Charlotte | NC | 03/2021 | 10/2022 |
| State Employees' Credit Union | Durham | NC | 10/2021 | 03/2022 |
| Fidelity Investments | Durham | NC | 11/2022 | Present |
| Revolution Mortgage | Raleigh | NC | 01/2021 | 10/2021 |
| Peak Swirles & Cavallito Properties | Durham | NC | 02/2020 | 02/2021 |
| University Of North Carolina Chapel Hill | Chapel Hill | NC | 07/2017 | 03/2019 |
| Central Imaging And Radiology | Chapel Hill | NC | 07/2016 | 07/2017 |
| Homemaking/ Unemployed | Raeford | NC | 03/2019 | 02/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-101598|OrgNmn:Kelly Right Real Estate|Org Addr:Durham,North Caro,US|OBA Nature:I am considering making my Rea|Invst Rel:Y|Title:Independent Contractor|Duties:part time looking for homes with mother, and possibly selling her or my own primary residence so up to 2 transactions|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-10 |
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