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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Willis | TX | 03/2026 | Present |
| Fidelity Brokerage Services Llc | Willis | TX | 03/2026 | Present |
| Unemployed | Willis | TX | 02/2026 | 03/2026 |
| Ubs | The Woodlands | TX | 06/2025 | 02/2026 |
| Fidelity Investments | Willis | TX | 04/2024 | 05/2025 |
| Fidelity Investments | Greenwood Village | CO | 12/2022 | 04/2024 |
| Unemployed | Spring | TX | 03/2022 | 12/2022 |
| Ward Chiropractic Center | Spring | TX | 06/2021 | 03/2022 |
| Rock Solid Sports Recovery | Castle Rock | CO | 01/2021 | 06/2021 |
| Mountain View Pain Center | Greenwood Village | CO | 10/2020 | 01/2021 |
| Unemployed | Anchorage | AK | 03/2020 | 10/2020 |
| Whole Family Chiropractice | Anchorage | AK | 08/2019 | 03/2020 |
| Blush Boutique | Anchorage | AK | 08/2019 | 08/2019 |
| Unemployed | Anchorage | AK | 05/2019 | 08/2019 |
| Crush Wine Bar | Castle Rock | CO | 03/2019 | 05/2019 |
| Unemployed | Castle Rock | CO | 01/2019 | 03/2019 |
| Staff Solve | Houston | TX | 08/2018 | 01/2019 |
| Massage Envy | Magnolia | TX | 10/2017 | 08/2018 |
| Unemployed | Montgomery | TX | 06/2016 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-03 |
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