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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 | 2025-03-31 |
Branch Locations
New Brunswick, NJ • United States
150 Essex St, Millburn, NJ 07041-1631 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | New Brunswick | NJ | 10/2022 | 01/2023 |
| Casino Beach Pier | Seaside Heights | NJ | 05/2016 | 08/2016 |
| Prigmore Corp | New Brunswick | NJ | 09/2018 | 10/2020 |
| Starbucks | Somerset | NJ | 02/2023 | 02/2024 |
| Kura Sushi Usa Inc | Edison | NJ | 02/2023 | 02/2023 |
| Hidden Grounds | New Brunswick | NJ | 10/2020 | 09/2022 |
| Fidelity Investments | Millburn | NJ | 02/2024 | Present |
| Student | Toms River | NJ | 01/2014 | 08/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-06 |
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