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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-26 |
| TX | RA | APPROVED | 2026-08-26 |
Branch Locations
100 New Millennium Way, Durham, NC 27709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Eagle Outfitters | Wrentham | MA | 06/2018 | 11/2018 |
| Remington Middle School / Franklin High School | Franklin | MA | 04/2015 | 06/2018 |
| Fidelity Investments | Durham | NC | 06/2025 | Present |
| Bj'S Wholesale Club | Franklin | MA | 05/2020 | 07/2020 |
| Franklin High School | Franklin | MA | 11/2018 | 06/2019 |
| Newpro | Woburn | MA | 06/2022 | 09/2022 |
| Unemployed / Travel / Volunteer | Summerville | SC | 05/2024 | 11/2024 |
| Franklin High School / Elon University | Elon | NC | 11/2019 | 05/2021 |
| Elon University | Elon | NC | 08/2021 | 05/2022 |
| Fresh Start Market (Defunct) | Franklin | MA | 05/2021 | 08/2021 |
| Comcast Xfinity | Chelmsford | MA | 05/2022 | 08/2022 |
| Elon University | Elon | NC | 08/2023 | 05/2024 |
| Elon University | Elon | NC | 09/2022 | 06/2023 |
| Chili'S Grill & Bar | Bellingham | MA | 06/2019 | 11/2019 |
| Southland Electrical Supply | Burlington | NC | 06/2023 | 08/2023 |
| Unemployed | Raleigh | NC | 11/2024 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-14 |
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