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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 | 2025-03-31 |
Branch Locations
Atlantic Beach, FL • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 12/2017 | Present |
| Southern Grounds Coffee | Neptune Beach | FL | 01/2017 | 11/2017 |
| Fanatics | Jacksonville | FL | 02/2017 | 11/2017 |
| Rehoboth Beach Police Department | Rehoboth Beach | DE | 05/2016 | 11/2016 |
| Arena's Cafe | Lewes | DE | 02/2016 | 10/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-24 |
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