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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 | 2026-07-28 |
| TX | RA | APPROVED | 2026-07-24 |
Branch Locations
Jacksonville, FL • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cold Stone | Saint Augustine | FL | 03/2021 | 06/2021 |
| Coggins College Of Bussiness | Jacksonville | FL | 09/2025 | 10/2025 |
| Nanny | Jacksonville | FL | 05/2023 | 08/2023 |
| Greenwise | Tallahassee | FL | 01/2022 | 05/2022 |
| Bjs Brewhouse | Tallahassee | FL | 09/2023 | 05/2024 |
| Deerwood Country Club | Jacksonville | FL | 05/2022 | 08/2022 |
| Florida State University | Tallahssee | FL | 06/2021 | 12/2021 |
| Cracker Barrel | Saint Augustine | FL | 10/2019 | 02/2021 |
| Wahoos Seafood Grill | Tallahassee | FL | 08/2022 | 05/2023 |
| Fidelity Investments | Jacksonville | FL | 10/2025 | Present |
| Chophouse At Nocatee | Nocatee | FL | 12/2024 | 08/2025 |
| Bartram Trail | Saint Augustine | FL | 08/2015 | 05/2021 |
| Tropical Smoothie | Jacksonville | FL | 06/2019 | 10/2019 |
| Md Anderson Cancer Center | Jacksonville | FL | 06/2024 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-17 |
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