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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 |
|---|---|---|---|
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
Scituate, RI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 07/2021 | Present |
| Resnick & Louis | Scottsdale | AZ | 09/2020 | 07/2021 |
| Abc Nissan | Phoenix | AZ | 06/2020 | 08/2020 |
| All Phase Heating & Cooling | Hope | RI | 01/2019 | 03/2020 |
| Brew Masters | Coventry | RI | 05/2018 | 07/2018 |
| Jc Penny | Warwick | RI | 01/2017 | 05/2017 |
| The University Of Rhode Island | Kingston | RI | 08/2018 | 05/2020 |
| Community College Of Rhode Island | Warwick | RI | 08/2016 | 05/2018 |
| Scituate High School | Scituate | RI | 09/2014 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-13 |
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