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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2025-11-26 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
75 Port City Landing Suite 410, Mount Pleasant, SC 29464-1871 • United States
Charleston, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 08/2023 | Present |
| Casa Reina | St. Augustine | FL | 06/2023 | 08/2023 |
| Clemson University | Clemson | SC | 08/2019 | 05/2023 |
| Irelands Own | Charleston | SC | 06/2019 | 12/2022 |
| French American Chamber Of Commerce Of The Carolinas | Raleigh | NC | 05/2022 | 09/2022 |
| Practical Management Solutions | Charleston | SC | 03/2020 | 01/2021 |
| Mex 1 Coastal Cantina | Charleston | SC | 12/2016 | 01/2019 |
| James Island Charter High School | Charleston | SC | 08/2015 | 06/2019 |
| Unemployed | Charleston | SC | 01/2013 | 12/2016 |
| Unemployed | Charleston | SC | 01/2019 | 06/2019 |
| Unemployed | Clemson | SC | 12/2022 | 06/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-21 |
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