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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-03 |
| TX | RA | APPROVED | 2026-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Phoenix | AZ | 08/2017 | 01/2018 |
| Fidelity Investments | Phoenix | AZ | 05/2026 | Present |
| Discover Financial Services | Phoenix | AZ | 01/2018 | 02/2020 |
| Unemployed | Phoenix | AZ | 09/2025 | 04/2026 |
| Unemployed | Phoenix | AZ | 02/2021 | 09/2021 |
| Bank Of America | Phoenix | AZ | 09/2021 | 01/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 01/2025 | 09/2025 |
| Amazon | Phoenix | AZ | 08/2015 | 08/2017 |
| Unemployed | Phoenix | AZ | 02/2020 | 10/2020 |
| Wells Fargo | Phoenix | AZ | 10/2020 | 02/2021 |
| Fidelity Brokerage Services Llc | Phoenix | AZ | 05/2026 | Present |
| Strategic Advisers Llc | Phoenix | AZ | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-23 |
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