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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1120 6Th Ave Avenue Of The Americas, New York, NY 10036-6700 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | New York | NY | 01/2023 | Present |
| Fox Corporation - Outkick | New York | NY | 03/2022 | 12/2022 |
| Fox Business Network | New York | NY | 11/2020 | 03/2022 |
| Unemployed | Mahwah | NJ | 05/2020 | 11/2020 |
| Boston College | Chestnut Hill | MA | 01/2017 | 05/2020 |
| Dow Jones | New York | NY | 06/2018 | 08/2018 |
| Fox Business Network | New York | NY | 06/2019 | 08/2019 |
| The University Of Alabama | Tuscaloosa | AL | 08/2016 | 12/2017 |
| Bergen Community College | Paramus | NJ | 05/2017 | 08/2017 |
| Bergen Community College | Paramus | NJ | 07/2019 | 08/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-16 |
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