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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 | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
Salt Lake City, UT • United States
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | West Valley City | UT | 01/2023 | 06/2024 |
| Wells Fargo Bank, Na | West Valley City | UT | 04/2020 | 06/2024 |
| Calaxera Llc | Beaver | UT | 02/2019 | 03/2020 |
| Vasquez Enterprises Llc | Kanarraville | UT | 11/2019 | 03/2020 |
| Eagle Point Ski Resort | Beaver | UT | 12/2019 | 04/2020 |
| Kerksiek Wood Design | Beaver | UT | 09/2018 | 02/2019 |
| Phone Skope | Beaver | UT | 03/2018 | 11/2018 |
| Eagle Point Ski Resort | Beaver | UT | 12/2018 | 04/2019 |
| Kan Kun Mexican Restaurant | Beaver | UT | 10/2017 | 03/2018 |
| Denny's | Beaver | UT | 06/2017 | 10/2017 |
| Harmon's Grocery | Salt Lake City | UT | 06/2015 | 03/2017 |
| Uber - Raiser Llc | Lehi | UT | 10/2021 | 12/2023 |
| Fidelity Investments | Salt Lake City | UT | 07/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-17 |
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