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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-20 |
| TX | RA | APPROVED | 2025-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2024 | 03/2025 |
| Walmart | Quakertown | PA | 11/2022 | 06/2024 |
| Heather Glenn Senior Living | Allentown | PA | 05/2019 | 05/2021 |
| Buy Buy Baby | Whitehall | PA | 06/2015 | 11/2019 |
| Kutztown University Of Pennsylvania | Kutztown | PA | 08/2021 | 05/2024 |
| Kidspeace | Orefield | PA | 10/2017 | 03/2018 |
| Gamestop | Whitehall | PA | 09/2016 | 12/2016 |
| Fidelity Investments | Philadelphia | PA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-20 |
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