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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-16 |
| TX | RA | APPROVED | 2026-04-13 |
Branch Locations
Fruit Cove, FL • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Camarda Wealth Advisory Group | Fleming Island | FL | 06/2024 | 12/2025 |
| Gravity Financial | Jacksonville | FL | 02/2024 | 06/2024 |
| Panda Express | Jacksonville | FL | 01/2023 | 05/2024 |
| University Of North Florida | Jacksonville | FL | 08/2022 | 12/2025 |
| Pizza Press | Winter Garden | FL | 07/2020 | 07/2022 |
| Windermere High School | Windermere | FL | 02/2020 | 05/2022 |
| Colégio Farroupilha | Porto Alegre, Rio Grande Do Sul | 01/2015 | 12/2019 | |
| Fidelity Investments | Jacksonville | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-27 |
| S65 | Uniform Investment Adviser Law Examination | 2024-12-07 |
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