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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 | 2025-04-08 |
| TX | RA | APPROVED | 2025-04-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Miami Lakes | FL | 12/2016 | 10/2018 |
| Solution Box Llc | Miami | FL | 02/2017 | 10/2017 |
| Little Havana Restaurant | North Miami | FL | 04/2016 | 02/2017 |
| Unemployed | Miami Gardesn | FL | 10/2018 | 12/2018 |
| Northwestern Mutual Investment Services Llc | Ft Lauderdale | FL | 01/2019 | 05/2021 |
| Ronald Via | Ft Lauderdale | FL | 12/2018 | 05/2021 |
| Northwestern Mutual Wealth Management Co | Milwaukee | WI | 05/2019 | 05/2021 |
| Fidelity Investments | Miami | FL | 05/2021 | Present |
OBA-113515|OrgNmn:DAH Multiservices LLC|Org Addr:Miami Gard,Florida,US|OBA Nature:Online sales|Invst Rel:N|Title:Sole Proprietor|Duties:design and list producst for sale|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-93908|OrgNmn:JDR Investments and Development|Org Addr:Hialeah,Florida,US|OBA Nature:Buying, fixing, selling, renti|Invst Rel:Y|Title:Co-Owner|Duties:Buying, fixing, selling and renting Real Estate|StrtDt:03-15-23|TotHrs/mon:60|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-29 |
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