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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
100 New Millennium Way, Durham, NC 27709-8204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Escapes Rv Resorts | Milton | PA | 07/2021 | 02/2023 |
| Unemployed | Lawrenceburg | KY | 05/2021 | 07/2021 |
| Jeff Ruby Culinary Entertainment Inc | Lexington | KY | 03/2019 | 07/2021 |
| Fidelity Investments | Durham | NC | 03/2023 | Present |
| University Of Kentucky | Lexington | KY | 08/2018 | 05/2021 |
| Kohl'S Department Stores, Inc | Frankfort | KY | 11/2017 | 04/2019 |
| Anderson County Highschool | Lawrenceburg | KY | 08/2014 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-103362|OrgNmn:Amazon|Org Addr:Seattle,Washington,US|OBA Nature:Online retailer and web servic|Invst Rel:N|Title:Amazon Flex Driver|Duties:Pick up packages from amazon warehouse and deliver them in my vehicle to the appropiate addresses |StrtDt:|TotHrs/mon:10|TrdHrs/mon:5|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-03 |
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