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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 | 2026-07-23 |
| TX | RA | APPROVED | 2026-07-23 |
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 |
|---|---|---|---|---|
| Sandbar Jetties Beach | Nantucket | MA | 05/2025 | 08/2025 |
| Straight Wharf Fish | Nantucket | MA | 05/2025 | 08/2025 |
| Straight Wharf Fish | Nantucket | MA | 06/2024 | 08/2024 |
| Moses Brown | Providence | RI | 09/2015 | 06/2017 |
| Unemployed | Denver | CO | 11/2025 | 12/2025 |
| Sandbar Jetties Beach | Nantucket | MA | 05/2024 | 08/2024 |
| Madaket Millies | Nantucket | MA | 05/2023 | 08/2023 |
| Native Structures | Providence | RI | 06/2020 | 03/2021 |
| Mattapoisett Boatyard | Mattapoisett | MA | 04/2021 | 08/2021 |
| Fidelity Investments | Greenwood Village | CO | 01/2026 | Present |
| Madaket Marine | Nantucket | MA | 05/2022 | 08/2022 |
| Unemployed | Providence | RI | 05/2015 | 05/2020 |
| Northfield Mount Hermon | Gill | MA | 09/2017 | 05/2020 |
| New York Life | Denver | CO | 09/2025 | 10/2025 |
| University Of Colorado Boulder | Boulder | CO | 08/2021 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-29 |
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