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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 01/2023 | Present |
| State Of North Carolina | Raleigh | NC | 08/2021 | 12/2022 |
| The Ups Store | Raleigh | NC | 05/2020 | 07/2021 |
| Juice Keys | Raleigh | NC | 05/2020 | 08/2020 |
| North Carolina State University | Raleigh | NC | 08/2017 | 05/2021 |
| Brock Contract Services | Raleigh | NC | 02/2019 | 03/2020 |
| Koka Booth Ampitheater | Cary | NC | 05/2018 | 08/2018 |
| Edwards Mill Bar And Grill | Raleigh | NC | 06/2016 | 12/2016 |
| Taverna Agora Greek Kitchen & Bar | Raleigh | NC | 08/2021 | 08/2021 |
| Needham B. Broughton High School | Raleigh | NC | 08/2013 | 06/2017 |
| Rmr Backcountry | Fraser | CO | 12/2018 | 08/2019 |
| North Carolina Deparment Of Justice | Raleigh | NC | 05/2017 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-18 |
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