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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 |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 11/2022 | Present |
| Earth To Us | Raleigh And Durham | NC | 03/2022 | 11/2022 |
| 110 Yoga | Raleigh And Durham | NC | 05/2021 | 11/2022 |
| Self-Employed Insurance Agent | Warren | OH | 08/2015 | 11/2022 |
| Fed Ex Ground | Durham | OH | 03/2022 | 07/2022 |
| True Rest Float Spa | Cary | NC | 05/2021 | 09/2021 |
| Mair Agency | Cary | NC | 09/2021 | 10/2021 |
| Hexpol Compounding - Burton Rubber | Burton | OH | 03/2018 | 03/2019 |
| Hexpol Compounding Goldkey | Middlefield | OH | 07/2017 | 03/2018 |
| Speelman Electric | Tallmadge | OH | 05/2017 | 07/2017 |
| The Assurance Group | Akron | OH | 09/2016 | 04/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-94159|OrgNmn:110 Yoga|Org Addr:Durham,North Caro,US|OBA Nature:Alignment based Vinyasa Yoga|Invst Rel:N|Title:Independent Contractor|Duties:Teaching alignment based Vinyasa Yoga sequencing|StrtDt:05-16-21|TotHrs/mon:5|TrdHrs/mon:0|OBA-102318|OrgNmn:Triangle Rock Club|Org Addr:Raleigh,North Caro,US|OBA Nature:Fitness Center, Rock Climbing,|Invst Rel:N|Title:Employee|Duties:Teaching yoga, handstand fitness, and breathwork|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-27 |
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