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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-28 |
| TX | RA | APPROVED | 2026-08-26 |
Branch Locations
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Jacksonville | FL | 02/2025 | 05/2025 |
| Jacksonville Jaguars | Jacksonville | FL | 04/2023 | 02/2025 |
| Unemployed | Saint Johns | FL | 08/2022 | 04/2023 |
| Unemployed | Saint Johns | FL | 05/2018 | 08/2018 |
| Bartram Trail High School | Saint Johns | FL | 08/2014 | 05/2018 |
| Atlanta Falcons | Flowery Branch | GA | 05/2022 | 08/2022 |
| University Athletic Association | Gainesville | FL | 07/2020 | 05/2022 |
| Fidelity Investments | Jacksonville | FL | 05/2025 | Present |
| University Of Florida | Gainesville | FL | 08/2018 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-06 |
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