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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-29 |
| NY | RA | APPROVED | 2026-07-28 |
Branch Locations
Pine Brook, NJ • United States
320 Park Avenue, New York, NY 10022-6815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Pine Brook | NJ | 02/2026 | 04/2026 |
| Defunct | Pine Brook | NJ | 06/2025 | 08/2025 |
| Unemployed | East Lansing | MI | 09/2023 | 06/2024 |
| Sunita Gill (Ubs) | New York | NY | 12/2025 | 02/2026 |
| Unemployed | East Lansing | MI | 08/2021 | 01/2022 |
| Fidelity Investments | New York | NY | 04/2026 | Present |
| Gianna Terracino (Strategies For Wealth) | New York | NY | 06/2024 | 08/2024 |
| Unemployed | East Lansing | MI | 08/2024 | 09/2024 |
| Unemployed | Pine Brook | NJ | 02/2016 | 08/2019 |
| Defunct | Pine Brook | NJ | 08/2019 | 08/2021 |
| Unemployed | East Lansing | MI | 10/2024 | 06/2025 |
| Kalyn Mcnamara | East Lansing | MI | 09/2024 | 10/2024 |
| Unemployed | East Lansing | MI | 08/2025 | 12/2025 |
| Knoll Country Club | Boonton | NJ | 05/2022 | 08/2022 |
| Dujuan Wiley (Im West Circle) | East Lansing | MI | 01/2022 | 05/2022 |
| Unemployed | Pine Brook | NJ | 08/2022 | 08/2023 |
| Elaine Devlieger (Jackson National Life Insurance) | East Lansing | MI | 08/2023 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-20 |
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