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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-13 |
| TX | RA | APPROVED | 2026-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mount Paran Christian School | Kennesaw | GA | 07/2016 | 05/2019 |
| North Paulding High School | Dallas | GA | 07/2019 | 05/2020 |
| Unemployed | Dallas | GA | 05/2020 | 07/2020 |
| Escalade Rock Climbing | Kennesaw | GA | 05/2022 | 07/2022 |
| Georgia College & State University | Milledgeville | GA | 07/2021 | 05/2024 |
| Fidelity Investments | Jacksonville | FL | 06/2024 | Present |
| Brookstone Golf And Country Club | Acworth | GA | 12/2019 | 05/2020 |
| Northwestern Mutual, Goodwin Wright | Atlanta | GA | 01/2023 | 07/2023 |
| North Greenville University | Tigerville | SC | 07/2020 | 05/2021 |
| Carroll Daniel Construction | Kennesaw | GA | 05/2019 | 07/2019 |
| Pga Tour Superstore | Kennesaw | GA | 05/2021 | 12/2021 |
| Buffalo Wild Wings | Milledgeville | GA | 08/2023 | 05/2024 |
| Dominos | Dallas | GA | 07/2019 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-03 |
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