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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 |
|---|---|---|---|
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Universtiy Of New Hampshire | Durham | NH | 08/2013 | 05/2017 |
| Veritude | Merrimack | NH | 10/2017 | 03/2018 |
| Fidelity Brokerage Service Llc | Merrimack | NH | 04/2018 | Present |
| Unemployed | Bedford | NH | 05/2017 | 10/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-18 |
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