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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fastenal | High Point | NC | 04/2020 | 04/2023 |
| Adecco Employment Services | Greensboro | NC | 09/2021 | 10/2021 |
| R Squared Logistics | Whitsett | NC | 12/2020 | 08/2021 |
| Keller Williams Realty | Greensboro | NC | 02/2020 | 03/2021 |
| Coca-Cola Bottling Company Consolidated | Greensboro | NC | 05/2019 | 12/2019 |
| The Home Depot | Greensboro | NC | 09/2017 | 04/2019 |
| Rosemart Bp | Greensboro | NC | 02/2016 | 08/2017 |
| Fidelity Investments | Durhum | NC | 04/2023 | Present |
| Guilford Technical Community College | Jamestown | NC | 01/2017 | 01/2019 |
| Jan Secor School Of Real Estate | Greensboro | NC | 06/2017 | 07/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-132635|OrgNmn:Clark Logistics|Org Addr:Whitsett ,North Caro,US|OBA Nature:Logistics company for fed ex d|Invst Rel:N|Title:Employee|Duties:I will deliver packages for Fedex |StrtDt:08-14-26|TotHrs/mon:64|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-05 |
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