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

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Unemployed Jacksonville FL 09/2023 11/2023
Danis Construction Jacksonville FL 03/2020 09/2023
Cantina Laredo Jacksonville FL 01/2017 05/2018
Unemployed Jacksonville FL 09/2019 03/2020
Fidelity Investments Jacksonville FL 11/2023 Present
Unemployed Jacksonville FL 05/2018 03/2019
Petticoat-Schmitt Civil Contractors Jacksonville FL 03/2019 09/2019
Sahara Cafe & Bar Jacksonville FL 01/2009 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 09/2023 → 11/2023
    Unemployed
    Jacksonville, FL
  • 03/2020 → 09/2023
    Danis Construction
    Jacksonville, FL
  • 01/2017 → 05/2018
    Cantina Laredo
    Jacksonville, FL
  • 09/2019 → 03/2020
    Unemployed
    Jacksonville, FL
  • 11/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 05/2018 → 03/2019
    Unemployed
    Jacksonville, FL
  • 03/2019 → 09/2019
    Petticoat-Schmitt Civil Contractors
    Jacksonville, FL
  • 01/2009 → 12/2016
    Sahara Cafe & Bar
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-12
  • S66 Uniform Combined State Law Examination
    2024-04-12
Other Names
  • Amanda M Mcewen
  • Amanda Mary Flowers
  • Amanda Mcewen

View on SEC IAPD

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