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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-10-29
TX RA APPROVED 2025-10-29
  • RI RA
    APPROVED
    Since 2025-10-29
  • TX RA
    APPROVED
    Since 2025-10-29

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Cumberland, RI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unilock Uxbridge MA 05/2021 06/2024
Park N Shop Blackstone MA 01/2020 06/2020
Fidelity Investments Smithfield RI 07/2024 Present
Unemployed Woonsocket RI 08/2020 05/2021
Ymca Woonsocket RI 01/2018 08/2019
Unemployed Woonsocket RI 08/2019 01/2020
Amazon Bellingham MA 06/2020 08/2020
Unemployed Woonsocket RI 01/2010 01/2018
  • 05/2021 → 06/2024
    Unilock
    Uxbridge, MA
  • 01/2020 → 06/2020
    Park N Shop
    Blackstone, MA
  • 07/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 08/2020 → 05/2021
    Unemployed
    Woonsocket, RI
  • 01/2018 → 08/2019
    Ymca
    Woonsocket, RI
  • 08/2019 → 01/2020
    Unemployed
    Woonsocket, RI
  • 06/2020 → 08/2020
    Amazon
    Bellingham, MA
  • 01/2010 → 01/2018
    Unemployed
    Woonsocket, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-27
S63 Uniform Securities Agent State Law Examination 2024-09-27
  • S66 Uniform Combined State Law Examination
    2025-10-27
  • S63 Uniform Securities Agent State Law Examination
    2024-09-27
Other Names
  • Hunter A Choquet

View on SEC IAPD

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