Best Investors
Account
Sign in
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 | 2026-06-08 |
| MO | RA | APPROVED | 2025-10-29 |
Branch Locations
Chesterfield, MO • United States
1524 S. Lindbergh Boulevard, St. Louis, MO 63131-3513 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bellerive Country Club | St. Louis | MO | 06/2022 | 08/2023 |
| Millikin University | Decatur | IL | 06/2024 | 05/2025 |
| Chaminade High School | St. Louis | MO | 01/2015 | 06/2020 |
| Ipi Wealth Management | Mt. Zion | IL | 03/2024 | 05/2025 |
| Fidelity Investments | St. Louis | MO | 07/2025 | Present |
| St. Louis County Courthouse | Clayton | MO | 06/2023 | 08/2023 |
| Lindenwood University | St. Charles | MO | 07/2020 | 06/2022 |
| Millikin University | Decatur | IL | 07/2022 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-24 |
Reach out to this advisor