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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-17 |
| TX | RA | APPROVED | 2026-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America Merrill Lynch | Kennesaw | GA | 12/2013 | 11/2025 |
| Unemployed | Kennesaw | GA | 11/2025 | 04/2026 |
| Fidelity Investments | Kennesaw | GA | 04/2026 | Present |
OBA-129133|OrgNmn:One Sevyn LLC|Org Addr:kennesaw,Georgia,US|OBA Nature:Real estate |Invst Rel:Y|Title:Sole Proprietor|Duties:Manage leasing unit|StrtDt:02-12-21|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-03 |
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