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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-10 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
75 Port City Landing Suite 410, Mount Pleasant, SC 29464-1871 • United States
Mount Pleasant, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 03/2024 | Present |
| Ctc1 Llc | Greenville | NC | 08/2021 | 09/2021 |
| Express Wash Operations Llc | Greenville | NC | 05/2022 | 07/2022 |
| East Carolina University | Greenville | NC | 08/2019 | 12/2020 |
| Parkers Barbecue Inc | Greenville | NC | 12/2020 | 04/2021 |
| -East Carolina University | Greenville | NC | 10/2022 | 07/2023 |
| Gaston Christian School | Gastonia | NC | 01/2014 | 08/2019 |
| East Carolina University | Greenville | NC | 04/2021 | 08/2021 |
| Trinet Hr | Charlotte | NC | 09/2021 | 01/2022 |
| Carolina Eagle Distributing Inc | Greenville | NC | 07/2022 | 10/2022 |
| East Carolina University | Greenville | NC | 01/2022 | 05/2022 |
| Abc Supply Co. | Charleston | SC | 07/2023 | 03/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-11 |
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