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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-30 |
| RI | RA | APPROVED | 2026-07-23 |
| TX | RA | APPROVED | 2026-07-23 |
Branch Locations
Sturbridge, MA • United States
900 Salem Street, Smithfield, RI 02917-1243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 05/2026 | Present |
| Unemployed | Sturbridge | MA | 01/2026 | 05/2026 |
| Accurate Medical Cooling | North Brookfield | MA | 02/2022 | 05/2022 |
| Bmw Of West Springfield | West Springfield | MA | 09/2024 | 12/2024 |
| Ups | Plainfield | NJ | 12/2018 | 02/2019 |
| Cornerstone Bank | Webster | MA | 06/2022 | 08/2022 |
| Fidelity Investments | Smithfield | RI | 05/2025 | 01/2026 |
| New Jersey Institute Of Technology | Newark | NJ | 09/2017 | 12/2021 |
| Petromax | Southbridge | MA | 09/2021 | 01/2026 |
| Sookram Kissoon (Home Renovations) | Plainfield | NJ | 06/2016 | 12/2018 |
| Middlesex County College | Edison | NJ | 09/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
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