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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 | 2026-01-08 |
| CA | RA | APPROVED | 2025-04-28 |
Branch Locations
Los Angeles, CA • United States
2000 Avenue Of The Stars N. Tower, Los Angeles, CA 90067-4700 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Glendale | CA | 01/2023 | 08/2024 |
| Nylife Securities Llc | Glendale | CA | 01/2024 | 08/2024 |
| Hiset | West Hollywood | CA | 01/2020 | 12/2022 |
| California State Northridge | Los Angeles | CA | 08/2024 | 02/2025 |
| Fidelity Investments | Los Angeles | CA | 03/2025 | Present |
| 34 Gboy School Of Saint Petersburg | Saint Petersburg | 01/2010 | 12/2019 | |
| Grozovsky Group Llc | Los Angeles | CA | 07/2022 | Present |
| Watch Hobby | Los Angeles | CA | 01/2023 | Present |
OBA-128445|OrgNmn:WEB CRAFT WIZARDS LLC|Org Addr:Beverly Hi,California,US|OBA Nature:It's a sole member LLC where I|Invst Rel:N|Title:Owner|Duties:Deisgn and host a website|StrtDt:03-18-26|TotHrs/mon:18|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-19 |
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