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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_RES | 2025-03-31 |
Branch Locations
Hackensack, NJ • United States
499 Washington Blvd, Jersey City, NJ 07310-1995 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Law Office Of Gottlieb, Rackman & Reisman | New York | NY | 01/2020 | 03/2020 |
| Unemployed | Teaneck | NJ | 05/2019 | 01/2020 |
| Uri Lab | Kingston | RI | 04/2017 | 05/2019 |
| Unemployed | Teaneck | NJ | 03/2020 | 05/2020 |
| Uri Library | Kingston | RI | 09/2015 | 05/2016 |
| University Of Rhode Island | Kingston | RI | 09/2015 | 05/2019 |
| Uri Academics Center | Kingston | RI | 09/2016 | 05/2019 |
| Equitable Advisors | Saddle Brook | NJ | 05/2020 | 08/2022 |
| Behaviorally | Teaneck | NJ | 01/2021 | 01/2022 |
| Fidelity Investments | Hackensack | NJ | 08/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-26 |
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