Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Manchester, NH • United States
Two Contra Way, Merrimack, NH 03054-4334 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fed Ex | Londonderry | NH | 08/2022 | 05/2023 |
| College Bound Moving | Merrimack | NH | 06/2022 | 08/2022 |
| Market Basket | Londonderry | NH | 01/2019 | 03/2020 |
| Dunkins | Londonderry | NH | 03/2018 | 01/2019 |
| Trend Moving | Londonderry | NH | 03/2021 | 06/2021 |
| College Hunks | Derry | NH | 07/2021 | 10/2021 |
| Michael Brooks | Merrimack | NH | 05/2022 | 06/2022 |
| Fidelity Investments | Merrimack | NH | 05/2023 | Present |
| Plymouth State University | Plymouth | NH | 03/2020 | 03/2021 |
| Southern New Hampshire University | Hooksett | NH | 10/2021 | 05/2022 |
| Unemployed | Manchester | NH | 05/2013 | 03/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-24 |
Reach out to this advisor