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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-28 |
Branch Locations
7565 West Bell Road, Peoria, AZ 85382-3829 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Randstad | Scottsdale | AZ | 07/2017 | 09/2017 |
| Randstad | Scottsdale | AZ | 09/2017 | 03/2018 |
| Grand Canyon University | Phoenix | AZ | 08/2014 | 10/2016 |
| Unemployed | Peoria | AZ | 10/2016 | 07/2017 |
| The Vanguard Group | Malvern | PA | 03/2018 | 08/2024 |
| Uber | Peoria | AZ | 09/2021 | 01/2022 |
| Morgan Stanley | Tempe | AZ | 12/2024 | 03/2026 |
| Unemployed | Phoenix | AZ | 08/2024 | 12/2024 |
| Fidelity Investments | Peoria | AZ | 07/2026 | Present |
| Unemployed | Phoenix | AZ | 03/2026 | 06/2026 |
| Fidelity Brokerage Services Llc | Peoria | AZ | 07/2026 | Present |
| Strategic Advisers Llc | Peoria | AZ | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-27 |
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