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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-14 |
| CO | RA | APPROVED | 2026-07-13 |
Branch Locations
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
Centennial, CO • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steier Group | Omaha | NE | 10/2022 | 05/2024 |
| Mprove Security | Denver | CO | 08/2016 | 07/2022 |
| Datanexus | Woodland Park | CO | 10/2019 | 11/2025 |
| Fidelity Investments | Greenwood Village | CO | 11/2025 | Present |
| Uber | San Francisco | CA | 02/2025 | 11/2025 |
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-29 |
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