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Sterling D. Caruthers

Strategic Advisers LLC

Nampa, ID

Boise, ID

CRD 6426294

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-03-31
  • ID RA
    APPROVED
    Since 2025-03-31

Branch Locations

Nampa, ID • United States

7940 West Rifleman St Ste 140, Boise, ID 83704-9002 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc American Fork UT 12/2014 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2014 → Present
    Fidelity Brokerage Services Llc
    American Fork, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-06-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tukwila, WA
Other Businesses

OBA-92500|OrgNmn:Treasure Valley Home Cleaning|Org Addr:Nampa,Idaho,US|OBA Nature:Home cleaning service|Invst Rel:N|Title:Sole Proprietor|Duties:line up home cleanings with people who want their home cleaned.|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|OBA-128035|OrgNmn:Rent-A-Wash LLC|Org Addr:Nampa,Idaho,US|OBA Nature:Rent out appliances|Invst Rel:N|Title:owner/operator |Duties:rent out, deliver, install washer and dryers|StrtDt:03-05-26|TotHrs/mon:16|TrdHrs/mon:8|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-31
S63 Uniform Securities Agent State Law Examination 2015-02-06
  • S66 Uniform Combined State Law Examination
    2019-05-31
  • S63 Uniform Securities Agent State Law Examination
    2015-02-06
Other Names
  • Sterling David Caruthers

View on SEC IAPD

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