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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| RI | 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 |
|---|---|---|---|---|
| South Kingstown Public School | Wakefield | RI | 09/2013 | 05/2018 |
| Belmont | Wakefield | RI | 06/2016 | 08/2016 |
| Jims Dock | Narragansett | RI | 06/2017 | 08/2017 |
| Jims Dock | Wakefield | RI | 06/2018 | 07/2018 |
| Colvittos | Wakefield | RI | 08/2018 | 09/2018 |
| Salisbury School | Salisbury | CT | 09/2018 | 05/2019 |
| Propark America | Narragansett | RI | 06/2019 | 08/2019 |
| Fidelity Investments | Smithfield | RI | 06/2023 | Present |
| Trinity College | Hartford | RI | 08/2019 | 05/2021 |
| Tony'S Pizza | Wakefield | RI | 05/2020 | 01/2021 |
| Esquisite Events | Narragansett | RI | 05/2021 | 09/2021 |
| Newport Renewables | Providence | RI | 05/2021 | 08/2021 |
| City Of Providence | Providence | RI | 04/2022 | 12/2022 |
| Ocean State Pickleball Llc | Wakefield | RI | 01/2023 | 07/2023 |
| University Of Rhode Island | Kingston | RI | 09/2021 | 05/2023 |
| Universidad De Latina | San Juan | 08/2018 | 11/2019 | |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-100193|OrgNmn:Ocean State Pickleball LLC|Org Addr:Narraganse,Rhode Isla,US|OBA Nature:Pickleball Indoor Club |Invst Rel:N|Title:Assitant Manager|Duties:I run leagues and work the desk.|StrtDt:01-01-23|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-13 |
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