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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Securities Corp | Jupiter | FL | 04/2017 | 12/2017 |
| Lang Realty | Jupiter | FL | 01/2017 | 09/2017 |
| Illustrated Properties | Hobe Sound | FL | 12/2015 | 12/2016 |
| Wells Fargo Bank, Na | Stuart | FL | 05/2018 | 12/2018 |
| Wells Fargo Clearing Services, Llc | Stuart | FL | 05/2018 | 12/2018 |
| Morgan Stanley | Stuart | FL | 01/2019 | 06/2019 |
| Mml Investors Services, Llc | Miami | FL | 10/2020 | 01/2021 |
| Mass Mutual Life Insurance Company | Miami | FL | 10/2020 | 01/2021 |
| Unemployed | Palm Beach Gardens | FL | 07/2019 | 10/2020 |
| Unemployed | Palm Beach Gardens | FL | 02/2021 | 04/2021 |
| Wells Fargo Clearing Services, Llc | Palm Beach | FL | 05/2021 | 07/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 07/2023 | 02/2024 |
| National Securities | Jupiter | FL | 04/2017 | 12/2017 |
| Unemployed | Stuart | FL | 01/2018 | 04/2018 |
| Lang Realty | Jupiter | FL | 05/2020 | 06/2020 |
| Bank Of America, N.A. | Palm Beach | FL | 08/2023 | 02/2024 |
| Fidelity Investments | Miami | FL | 03/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-26 |
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