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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 |
Branch Locations
Fort Worth, TX • United States
One Destiny Way, Westlake, TX 76262-8103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 01/2023 | Present |
| Unemployed | Wichita | KS | 09/2022 | 12/2022 |
| Fidelity Investments | Salt Lake City | UT | 06/2022 | 08/2022 |
| Unemployed | Wichita | KS | 08/2021 | 05/2022 |
| Synergy Wealth Solutions | Overland Park | KS | 05/2021 | 07/2021 |
| Unemployed | Wichita | KS | 08/2020 | 04/2021 |
| Leslies Pool Supply | Wichita | KS | 05/2020 | 07/2020 |
| Unemployed | Wichita | KS | 08/2019 | 04/2020 |
| Crestview Country Club | Wichita | KS | 05/2019 | 07/2019 |
| Unemployed | Wichita | KS | 01/2013 | 04/2019 |
| 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 | 2023-05-10 |
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