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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
Holly Springs, NC • United States
100 New Millennium Way, Durham, NC 27709-8204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manchester Monarchs | Manchester | NH | 05/2018 | 08/2018 |
| New Hampshire Fisher Cats | Manchester | NH | 05/2018 | 08/2018 |
| Main Event Entertainment | Londonderry | NH | 06/2016 | 08/2017 |
| St. Paul'S School | Concord | NH | 09/2013 | 06/2017 |
| Tnt: The New Trend | Toronto | 02/2018 | 09/2018 | |
| Doordash | Holly Springs | NC | 04/2021 | 06/2021 |
| Univeristy Of Toronto | Toronto | 09/2017 | 04/2019 | |
| Toronto Metropolitan University | Toronto | 09/2019 | 06/2023 | |
| Colleen'S At The Canary | Haiku | HI | 06/2021 | 08/2021 |
| Earl'S Kitchen & Bar | Toronto | 05/2022 | 06/2023 | |
| Red Bull Gaming Hub | Toronto | 01/2023 | 06/2023 | |
| Earl'S Kitchen & Bar | Toronto | 11/2019 | 02/2020 | |
| Fidelity Investments | Merrimack | NH | 10/2023 | Present |
| Unemployed | Holly Springs | NC | 07/2023 | 10/2023 |
| Lhs Associates | Salem | NH | 06/2019 | 11/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-07 |
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