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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-20
TX RA APPROVED 2026-07-16
  • FL RA
    APPROVED
    Since 2026-07-20
  • TX RA
    APPROVED
    Since 2026-07-16

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Employed Car Detailing Jacksonville FL 01/2023 10/2024
Culver'S Jacksonville FL 02/2022 04/2024
College (Unf) Jacksonville FL 08/2023 05/2026
Middle School Jacksonville FL 05/2016 08/2019
Fidelity Investments Jacksonville FL 05/2026 Present
Trucordia Insurance Services Jacksonville FL 04/2024 05/2026
High School Jacksonville FL 08/2019 06/2023
  • 01/2023 → 10/2024
    Self Employed Car Detailing
    Jacksonville , FL
  • 02/2022 → 04/2024
    Culver'S
    Jacksonville, FL
  • 08/2023 → 05/2026
    College (Unf)
    Jacksonville, FL
  • 05/2016 → 08/2019
    Middle School
    Jacksonville , FL
  • 05/2026 → Present
    Fidelity Investments
    Jacksonville, FL
  • 04/2024 → 05/2026
    Trucordia Insurance Services
    Jacksonville , FL
  • 08/2019 → 06/2023
    High School
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-09
  • S66 Uniform Combined State Law Examination
    2026-07-09
Other Names
  • Cash Horswill
  • Cash Horswell

View on SEC IAPD

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