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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-13 |
Branch Locations
1200 Wilshire Blvd, Santa Monica, CA 90403-5407 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Lennox | CA | 06/2025 | 08/2025 |
| Ey | San Francisco | CA | 06/2022 | 08/2022 |
| Star Education | Culvery City | CA | 09/2024 | 06/2025 |
| Fidelity Investments | Santa Monica | CA | 10/2025 | Present |
| Ey | San Jose | CA | 06/2023 | 08/2023 |
| Unemployed | Berkeley | CA | 08/2022 | 02/2023 |
| Unemployed | Lennox | CA | 03/2024 | 09/2024 |
| Kpb Immigration Law Firm | Walnut Creek | CA | 02/2023 | 06/2023 |
| Wilson Sporting Goods | Santa Monica | CA | 08/2025 | 08/2025 |
| Unemployed | Lennox | CA | 08/2025 | 10/2025 |
| Unemployed | Lennox | CA | 01/2015 | 06/2022 |
| Uc Berkeley Athletics Department | Berkeley | CA | 09/2023 | 03/2024 |
| Unemployed | Berkeley | CA | 08/2023 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-27 |
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