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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-13 |
| TX | RA | APPROVED | 2026-08-13 |
Branch Locations
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Denver | CO | 11/2013 | 07/2025 |
| Unemployed | Aurora | CO | 07/2025 | 02/2026 |
| Self-Employed | Aurora | CO | 02/2026 | 04/2026 |
| The Home Depot | Aurora | CO | 04/2026 | 04/2026 |
| Fidelity Investments | Greenwood Village | CO | 04/2026 | Present |
OBA-129311|OrgNmn:Self-Employed|Org Addr:Aurora,Colorado,US|OBA Nature:Food delivery services via app|Invst Rel:N|Title:Independent Contractor|Duties:Contracted Delivery Driver for Doordash according to your own available schedule.|StrtDt:02-13-26|TotHrs/mon:10|TrdHrs/mon:0|OBA-129316|OrgNmn:Self-Employed (Rental Property Owner)|Org Addr:Aurora,Colorado,US|OBA Nature:Co-owner of two residential re|Invst Rel:Y|Title:Co-owner/Landlord|Duties:Spouse is primarily responsible for day-to-day management, including tenant relations and leasing. I provide occasional assistance with mainte|StrtDt:07-25-20|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-21 |
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