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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-30 |
Branch Locations
4410 Westheimer Rd Ste B-100, Houston, TX 77027-4837 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Student | Houston | TX | 08/2023 | 05/2024 |
| Addison Group | Houston | TX | 07/2022 | 02/2023 |
| Unemployed | Houston | TX | 01/2014 | 04/2019 |
| Fidelity Investments | Houston | TX | 01/2025 | Present |
| Pennington Wealth Management | Houston | TX | 05/2024 | 12/2024 |
| Unemployed | Houston | TX | 02/2023 | 08/2023 |
| Christopher'S World Grille | College Station | TX | 04/2019 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-08 |
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