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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 | 2025-05-16 |
Branch Locations
4410 Westheimer Rd Ste B-100, Houston, TX 77027-4837 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sharetea | Houston | TX | 01/2016 | 02/2023 |
| Fidelity | Houston | TX | 02/2023 | Present |
| Geico | Katy | TX | 06/2022 | 01/2023 |
| Carriage Inn | Katy | TX | 11/2020 | 11/2021 |
| Hilton - University Of Houston | Houston | TX | 08/2019 | 01/2021 |
| Starbucks | Houston | TX | 11/2017 | 01/2018 |
| University Of Houston | Houston | TX | 08/2016 | 05/2022 |
| North Shore Poke | Houston | TX | 02/2017 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-30 |
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