Best Investors
Account
Sign in
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 |
|---|---|---|---|
| RI | RA | APPROVED | 2025-10-29 |
| TX | RA | APPROVED | 2025-10-29 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
Cumberland, RI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-27 |
Reach out to this advisor