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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 | 2025-03-31 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
22722 29Th Drive Se Suite 100, Bothell, WA 98021-4401 • United States
18825 33Rd Ave W Ste 200, Lynnwood, WA 98036-4747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stay At Home Mom | Marysville | WA | 02/2012 | 03/2017 |
| Fidelity Brokerage Services Llc | Lynnwood | WA | 03/2017 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-18 |
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