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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
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Holly Springs, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
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
  • 05/2018 → 08/2018
    Manchester Monarchs
    Manchester, NH
  • 05/2018 → 08/2018
    New Hampshire Fisher Cats
    Manchester, NH
  • 06/2016 → 08/2017
    Main Event Entertainment
    Londonderry, NH
  • 09/2013 → 06/2017
    St. Paul'S School
    Concord, NH
  • 02/2018 → 09/2018
    Tnt: The New Trend
    Toronto
  • 04/2021 → 06/2021
    Doordash
    Holly Springs, NC
  • 09/2017 → 04/2019
    Univeristy Of Toronto
    Toronto
  • 09/2019 → 06/2023
    Toronto Metropolitan University
    Toronto
  • 06/2021 → 08/2021
    Colleen'S At The Canary
    Haiku, HI
  • 05/2022 → 06/2023
    Earl'S Kitchen & Bar
    Toronto
  • 01/2023 → 06/2023
    Red Bull Gaming Hub
    Toronto
  • 11/2019 → 02/2020
    Earl'S Kitchen & Bar
    Toronto
  • 10/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 07/2023 → 10/2023
    Unemployed
    Holly Springs, NC
  • 06/2019 → 11/2020
    Lhs Associates
    Salem, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Holly Springs, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-03
S63 Uniform Securities Agent State Law Examination 2024-02-07
  • S66 Uniform Combined State Law Examination
    2025-01-03
  • S63 Uniform Securities Agent State Law Examination
    2024-02-07

View on SEC IAPD

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