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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-12 |
| TX | RA | APPROVED | 2026-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palmcroft Church | Phoenix | AZ | 08/2017 | 04/2021 |
| Fidelity Investments | Phoenix | AZ | 07/2025 | Present |
| Northwest Christian School | Phoenix | AZ | 08/2014 | 05/2019 |
| Northwest Christian School | Phoenix | AZ | 08/2016 | 05/2017 |
| Charles Schwab & Co Inc | Phoenix | AZ | 01/2023 | 01/2024 |
| Palmcroft Church | Phoenix | AZ | 05/2022 | 01/2023 |
| Starbucks Coffee Company | Phoenix | AZ | 04/2021 | 12/2022 |
| Cox Communications | Scottsdale | AZ | 02/2024 | 06/2025 |
| Strategic Advisers Llc | Phoenix | AZ | 06/2026 | Present |
| Fidelity Brokerage Services Llc | Phoenix | AZ | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-22 |
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