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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-10
IL RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-10
  • IL RA
    APPROVED
    Since 2025-03-31

Branch Locations

15105 S. Lagrange Road, Orland Park, IL 60462-3708 • United States

Chicago, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Orland Park IL 08/2024 Present
Unemployed Naperville IL 05/2024 08/2024
University Of Kentucky Lexington KY 08/2020 05/2024
Northwestern Mutual Lexington KY 05/2023 04/2024
Anderson Communities Lexington KY 05/2022 09/2022
Equipment Sales And Rentals Lexington KY 05/2021 09/2021
Unemployed Naperville IL 05/2020 08/2020
Benet Academy Lisle IL 08/2016 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 08/2024 → Present
    Fidelity Investments
    Orland Park, IL
  • 05/2024 → 08/2024
    Unemployed
    Naperville, IL
  • 08/2020 → 05/2024
    University Of Kentucky
    Lexington, KY
  • 05/2023 → 04/2024
    Northwestern Mutual
    Lexington, KY
  • 05/2022 → 09/2022
    Anderson Communities
    Lexington, KY
  • 05/2021 → 09/2021
    Equipment Sales And Rentals
    Lexington, KY
  • 05/2020 → 08/2020
    Unemployed
    Naperville, IL
  • 08/2016 → 05/2020
    Benet Academy
    Lisle, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Naperville, IL
    Orland Park, IL
Other Businesses

OBA-112222|OrgNmn:Chick & David Properties LLC|Org Addr:Naperville,Illinois,US|OBA Nature:It is a company to hold person|Invst Rel:Y|Title:Partner|Duties:Passive investor|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-14
  • S66 Uniform Combined State Law Examination
    2024-11-14
Other Names
  • Sayre Ethan Chick

View on SEC IAPD

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