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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 |
|---|---|---|---|
| NH | RA | APPROVED | 2025-10-27 |
| TX | RA | APPROVED | 2025-10-27 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 09/2024 | Present |
| Magellean Resturants Llc | Orlando | FL | 06/2024 | 08/2024 |
| Ikea | Portland | OR | 05/2021 | 08/2021 |
| Unemployed | Tucson | AZ | 08/2023 | 10/2023 |
| Saffron Bites - University Of Arizona | Tucson | AZ | 02/2023 | 04/2023 |
| Unemployed | Portland | OR | 06/2016 | 09/2016 |
| Unemeployed | Portland | OR | 05/2020 | 05/2021 |
| Amazon | Portland | OR | 05/2020 | 05/2020 |
| Unemployed | Tucson | AZ | 09/2022 | 02/2023 |
| Unemployed | Portland | OR | 01/2020 | 03/2020 |
| Reilly Craft Pizza | Tucson | AZ | 10/2023 | 04/2024 |
| Unemployed | Portland | OR | 04/2020 | 05/2020 |
| Avibra | Portland | OR | 05/2022 | 09/2022 |
| 85 North - University Of Arizona | Tucson | AZ | 09/2021 | 04/2022 |
| Hosford Middle School | Portland | OR | 09/2013 | 06/2016 |
| Fiji Water | Tucson | AZ | 06/2023 | 08/2023 |
| Burgerville | Portland | OR | 03/2020 | 04/2020 |
| Unemployed | Tucson | AZ | 04/2024 | 06/2024 |
| Cleveland High School | Portland | OR | 09/2016 | 06/2020 |
| Unemployed | Orlando | FL | 08/2024 | 09/2024 |
| Unemployed | Tucson | AZ | 04/2023 | 06/2023 |
| Portland Parks And Recreation | Portland | OR | 06/2018 | 01/2020 |
| Florida Financial Advisors | Orlando | FL | 06/2024 | 06/2024 |
OBA-128129|OrgNmn:Domino's|Org Addr:Nashua,New Hampsh,US|OBA Nature:Pizza Company|Invst Rel:N|Title:Employee|Duties:I will be delivering pizzas and cleaning dishes when asked.|StrtDt:|TotHrs/mon:80|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-06 |
| S65 | Uniform Investment Adviser Law Examination | 2024-03-29 |
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