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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 | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Otis Elevator Company | Jacksonville | FL | 09/2023 | 01/2024 |
| Fidelity Investments | Jacksonville | FL | 02/2024 | Present |
| Unemployed (Student) | Clemson | SC | 08/2019 | 05/2020 |
| Unemployed | Clemson | SC | 10/2020 | 05/2021 |
| Otis Elevator Company | Jacksonville | FL | 12/2021 | 08/2023 |
| Blue Cross Blue Shield Of South Carolina | Columbia | SC | 05/2019 | 08/2019 |
| E&J Gallo Winery | Fort Laurderale | FL | 06/2021 | 11/2021 |
| Unemployed | Clemson | SC | 01/2019 | 05/2019 |
| Unemployed | Clemson | SC | 08/2017 | 03/2018 |
| Bmw Manufacturing | Greer | SC | 05/2020 | 08/2020 |
| Fort Jacksonville Golf Club | Columbia | SC | 01/2017 | 08/2017 |
| The Golf Center | Columbia | SC | 03/2015 | 09/2016 |
| Unemployed | Columbia | SC | 09/2016 | 01/2017 |
| Door Dash | San Francisco | CA | 06/2020 | 10/2020 |
| Turf Works | Columbia | SC | 03/2018 | 12/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-25 |
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