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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-31 |
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
48 West Putnam Avenue Pickwick Commons, Greenwich, CT 06830-5399 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | New York | NY | 09/2017 | 04/2018 |
| Icon International | Stamford | CT | 01/2014 | 09/2017 |
| Foresters Financial Services | New York | NY | 04/2018 | 06/2019 |
| Foresters Advisory Services | New York | NY | 04/2019 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | 06/2021 |
| Cetera Investment Advisers Llc | New York | NY | 06/2019 | 06/2021 |
| Us Census Bureau | Bronx | NY | 08/2020 | 10/2020 |
| Angelina's Of Tuckahoe | Tuckahoe | NY | 04/2021 | 06/2021 |
| Fidelity Investments | Bronx | NY | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-22 |
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