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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 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
750 Route 202 Suites 110, 430, Bridgewater, NJ 08807-5530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Bridgewater | NJ | 02/2023 | Present |
| Self Employed | Annandale | NJ | 09/2021 | 02/2023 |
| Ciocca Mercedes-Benz Of Flemington | Flemington | NJ | 07/2018 | 08/2021 |
| Unemployed | Annandale | NJ | 03/2018 | 07/2018 |
| The Falcon Group | Bridgewater | NJ | 02/2018 | 03/2018 |
| Unemployed | Belleville | NJ | 11/2017 | 01/2018 |
| Compass Group | Hoboken | NJ | 07/2017 | 11/2017 |
| Compass Group | Montclair | NJ | 08/2015 | 07/2017 |
| Montclair State University | Montclair | NJ | 08/2013 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-12 |
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