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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-11 |
| NC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
100 New Millennium Way, Durham, NC 27709-8204 • United States
13A W 61St St, New York, NY 10023-0000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 02/2023 | Present |
| American Airlines | Cary | NC | 06/2021 | 01/2023 |
| East Carolina University | Greenville | NC | 07/2020 | 06/2021 |
| Bobbee's Bottling | Louisburg | NC | 06/2020 | 07/2020 |
| East Carolina University | Greenville | NC | 08/2019 | 06/2020 |
| Caretta Coffee | Raleigh | NC | 06/2019 | 08/2019 |
| East Carolina University | Greenville | NC | 08/2018 | 06/2019 |
| Caretta Coffee | Raleigh | NC | 06/2018 | 08/2018 |
| East Carolina University | Greenville | NC | 08/2017 | 06/2018 |
| Executive Building Maintenance | Morrisville | NC | 06/2017 | 08/2017 |
| North Raleigh Christian Academy | Raleigh | NC | 04/2017 | 06/2017 |
| Harris Teeter | Wake Forest | NC | 03/2016 | 04/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-07 |
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