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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

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, FL • 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
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
  • 09/2023 → 01/2024
    Otis Elevator Company
    Jacksonville, FL
  • 02/2024 → Present
    Fidelity Investments
    Jacksonville, FL
  • 08/2019 → 05/2020
    Unemployed (Student)
    Clemson, SC
  • 10/2020 → 05/2021
    Unemployed
    Clemson, SC
  • 12/2021 → 08/2023
    Otis Elevator Company
    Jacksonville, FL
  • 05/2019 → 08/2019
    Blue Cross Blue Shield Of South Carolina
    Columbia, SC
  • 06/2021 → 11/2021
    E&J Gallo Winery
    Fort Laurderale, FL
  • 01/2019 → 05/2019
    Unemployed
    Clemson, SC
  • 08/2017 → 03/2018
    Unemployed
    Clemson, SC
  • 05/2020 → 08/2020
    Bmw Manufacturing
    Greer, SC
  • 01/2017 → 08/2017
    Fort Jacksonville Golf Club
    Columbia, SC
  • 03/2015 → 09/2016
    The Golf Center
    Columbia, SC
  • 09/2016 → 01/2017
    Unemployed
    Columbia, SC
  • 06/2020 → 10/2020
    Door Dash
    San Francisco, CA
  • 03/2018 → 12/2018
    Turf Works
    Columbia, SC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-25
  • S66 Uniform Combined State Law Examination
    2024-04-25

View on SEC IAPD

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