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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1801 Wewatta St. Suite 100 And 925, Denver, CO 80202-6319 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Lone Tree | CO | 06/2023 | 08/2023 |
| Fish & Company | Castle Rock | CO | 06/2021 | 06/2022 |
| City Of Greenwood Village | Greenwood Village | CO | 06/2017 | 08/2020 |
| Podium Logistics Llc | Centennial | CO | 01/2023 | 05/2023 |
| King Soopers | Greenwood Village | CO | 08/2018 | 12/2019 |
| University Of Denver | Denver | CO | 09/2020 | 06/2023 |
| University Of Denver | Denver | CO | 09/2023 | Present |
| Fidelity Investments | Lone Tree | CO | 04/2024 | Present |
| University Of Denver (Colorado Seminary) | Denver | CO | 09/2020 | 06/2021 |
| Firstbank | Greenwood Village | CO | 06/2022 | 08/2022 |
| Fidelity Investments | Lone Tree | CO | 08/2023 | 04/2024 |
| Cherry Creek High School | Greenwood Village | CO | 08/2016 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-01 |
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