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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Minnetonka, MN • United States
7740 France Ave South, Edina, MN 55435-5847 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Scientific | Maple Grove | MN | 06/2021 | 01/2023 |
| Hastings Golf Club | Hastings | MN | 06/2019 | 05/2021 |
| Dakota Pines Golf Club | Hastings | MN | 06/2016 | 08/2018 |
| Dairy Queen | Hastings | MN | 02/2016 | 06/2020 |
| Hastings High School | Hastings | MN | 09/2014 | 06/2018 |
| Fidelity Investments | Edina | MN | 01/2023 | Present |
| University Of Minnesota Twin Cities | Minneapolis | MN | 09/2018 | 05/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-18 |
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