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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 |
|---|---|---|---|
| ME | RA | APPROVED | 2026-08-10 |
| TX | RA | APPROVED | 2026-08-10 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
190 Middle Street Suite 201 & 701, Portland, ME 04101-6423 • United States
Portland, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clemson University | Clemson | SC | 08/2021 | 06/2022 |
| Hingham Recreation Department | Hingham | MA | 06/2014 | 08/2019 |
| Providence College | Providence | RI | 08/2019 | 01/2021 |
| Fidelity Investments | Portland | ME | 06/2024 | Present |
| Alfac | Quincy | MA | 06/2022 | 08/2022 |
| Fidelity Investments | Boston | MA | 06/2023 | 08/2023 |
| Capital Analysts Of New England | Braintree | MA | 06/2021 | 08/2021 |
| Clemson University | Clemson | SC | 08/2022 | 06/2023 |
| Joes Bar And Grill | Boston | MA | 02/2021 | 06/2021 |
| Petco | Hanover | MA | 01/2021 | 02/2021 |
| Clemson University | Clemson | SC | 08/2023 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-16 |
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