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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-14 |
| KY | RA | APPROVED | 2026-08-13 |
| TX | RA | APPROVED | 2026-08-13 |
Branch Locations
Cincinnati, OH • United States
100 Howe Drive, Covington, KY 41015-5000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dominos Pizza | Cincinnati | OH | 05/2018 | 08/2018 |
| Fidelity Investments | Covington | KY | 03/2026 | Present |
| Miami University | Oxford | OH | 08/2017 | 05/2018 |
| University Of Cinci | Cincinnati | OH | 08/2022 | 04/2024 |
| Integrity Express Logistics | Cincinnati | OH | 02/2019 | 11/2019 |
| Dominos Pizza | Cincinnati | OH | 03/2017 | 08/2017 |
| Papa Johns Pizza | St. Petersburg | FL | 03/2020 | 07/2020 |
| Kenwood Theatre | Cincinnati | OH | 04/2016 | 03/2017 |
| Unemployed | Cincinnati | OH | 07/2020 | 02/2021 |
| Unemployed | St. Petersburg | FL | 11/2019 | 03/2020 |
| Unemployed | Cincinnati | OH | 01/2026 | 03/2026 |
| Camfil Usa | Cincinnati | OH | 02/2021 | 01/2026 |
| University Of Cinc | Cincinnati | OH | 08/2018 | 02/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-10 |
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