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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
SC RA APPROVED 2025-11-26
TX RA APPROVED 2025-03-31
  • SC RA
    APPROVED
    Since 2025-11-26
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

75 Port City Landing Suite 410, Mount Pleasant, SC 29464-1871 • United States

Charleston, SC • 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 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
  • 08/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 06/2023 → 08/2023
    Casa Reina
    St. Augustine, FL
  • 08/2019 → 05/2023
    Clemson University
    Clemson, SC
  • 06/2019 → 12/2022
    Irelands Own
    Charleston, SC
  • 05/2022 → 09/2022
    French American Chamber Of Commerce Of The Carolinas
    Raleigh, NC
  • 03/2020 → 01/2021
    Practical Management Solutions
    Charleston, SC
  • 12/2016 → 01/2019
    Mex 1 Coastal Cantina
    Charleston, SC
  • 08/2015 → 06/2019
    James Island Charter High School
    Charleston, SC
  • 01/2013 → 12/2016
    Unemployed
    Charleston, SC
  • 01/2019 → 06/2019
    Unemployed
    Charleston, SC
  • 12/2022 → 06/2023
    Unemployed
    Clemson, SC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    St Augustine, FL
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-03
S63 Uniform Securities Agent State Law Examination 2024-02-21
  • S66 Uniform Combined State Law Examination
    2025-02-03
  • S63 Uniform Securities Agent State Law Examination
    2024-02-21
Other Names
  • Victoria Ann Dupre
  • Victoria Dupre

View on SEC IAPD

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