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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
100 New Millennium Way, Durham, NC 27709-8204 • United States
Wake Forest, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 01/2023 | Present |
| Southeastern Baptist Theological Seminary | Wake Forest | NC | 01/2021 | 12/2022 |
| United Parcel Service | Raleigh | NC | 10/2018 | 01/2021 |
| Xpert Restoration Services | Bossier City | LA | 06/2018 | 08/2018 |
| Northwestern State University | Natchitoches | LA | 08/2014 | 05/2018 |
| Southeastern Baptist Theological Seminary | Wake Forest | NC | 08/2018 | 01/2023 |
| Cedarville University | Wake Forest | NC | 08/2021 | 08/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-27 |
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