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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Domenic's Bistro And Wine | Fort Collins | CO | 01/2017 | 05/2017 |
| Colorado State University - Off-Campus Life Office | Fort Collins | CO | 11/2017 | 06/2019 |
| Breakthru Beverage Group | Denver | CO | 08/2019 | 12/2021 |
| Morgan Stanley | Bellevue | WA | 05/2017 | 08/2017 |
| Unemployed | Highlands Ranch | CO | 07/2019 | 07/2019 |
| Fidelity Investments | Greenwood Village | CO | 01/2022 | Present |
| Colorado State University | Fort Collins | CO | 08/2016 | 05/2017 |
| Colorado State University | Fort Collins | CO | 08/2017 | 05/2018 |
| Colorado State University | Fort Collins | CO | 08/2018 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-66115|OrgNmn:Grumpy Guy Games LLC|Org Addr:Highlands ,Colorado,US|OBA Nature:A games company that I use to |Invst Rel:N|Title:Partner|Duties:Designing card games|StrtDt:02-15-21|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-07 |
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