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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chili's Bar & Grill | Bedford | TX | 03/2016 | 12/2017 |
| Chuy's | Southlake | TX | 12/2017 | 12/2018 |
| Chili's Bar & Grill | Bedford | TX | 12/2018 | 09/2020 |
| Uncle Julio's | Grapevine | TX | 07/2023 | 08/2023 |
| Winfree Academy | North Richland | TX | 11/2015 | 03/2017 |
| Fuzzy's Taco Shop | Euless | TX | 05/2021 | 05/2021 |
| Fidelity Investments | Westlake | TX | 01/2024 | Present |
| Tarrant County College | Hurst | TX | 08/2017 | 07/2021 |
| Texas Woman's University | Denton | TX | 08/2021 | 12/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-01 |
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