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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
TX RA APPROVED 2026-06-08
MO RA APPROVED 2025-10-29
  • TX RA
    APPROVED
    Since 2026-06-08
  • MO RA
    APPROVED
    Since 2025-10-29

Branch Locations

Chesterfield, MO • United States

1524 S. Lindbergh Boulevard, St. Louis, MO 63131-3513 • 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
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
  • 06/2022 → 08/2023
    Bellerive Country Club
    St. Louis, MO
  • 06/2024 → 05/2025
    Millikin University
    Decatur, IL
  • 01/2015 → 06/2020
    Chaminade High School
    St. Louis, MO
  • 03/2024 → 05/2025
    Ipi Wealth Management
    Mt. Zion, IL
  • 07/2025 → Present
    Fidelity Investments
    St. Louis, MO
  • 06/2023 → 08/2023
    St. Louis County Courthouse
    Clayton, MO
  • 07/2020 → 06/2022
    Lindenwood University
    St. Charles, MO
  • 07/2022 → 06/2025
    Millikin University
    Decatur, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-24
  • S66 Uniform Combined State Law Examination
    2025-10-24
Other Names
  • Frazier Jamese Ott
  • Frazier James Ott

View on SEC IAPD

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