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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Virginia Beach | VA | 05/2016 | 09/2017 |
| Helzberg Diamonds | Norfolk | VA | 11/2013 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Norfolk | VA | 09/2017 | 06/2023 |
| Bank Of America, N.A. | Norfolk | VA | 02/2018 | 06/2023 |
| Fidelity Investments | Bethesda | MD | 06/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-99851|OrgNmn:Booze Cakes LLC |Org Addr:Sterling,Virginia,US|OBA Nature:Cakes |Invst Rel:N|Title:Employee|Duties:Baking Cakes whenever there is an order. Once monthly on average |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-16 |
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