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 |
|---|---|---|---|
| RI | RA | APPROVED | 2025-06-05 |
| TX | RA | APPROVED | 2025-06-05 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
North Kingstown, RI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Narragansett Highschool | Narragansett | RI | 08/2018 | 06/2019 |
| Wings Over Athens | Athens | OH | 09/2021 | 11/2021 |
| United Parcel Service | Narragansett | RI | 12/2019 | 01/2020 |
| Ohio University | Athens | OH | 11/2021 | 05/2022 |
| Pier Pizza | Wakefield | RI | 05/2020 | 12/2020 |
| Thrivemore Brands | Huntersville | NC | 05/2022 | 03/2024 |
| Fidelity Investments | Smithfield | RI | 04/2024 | Present |
| Ohio University | Athens | OH | 08/2019 | 12/2020 |
| Spain Of Narragansett | Narragansett | RI | 06/2018 | 08/2018 |
| Ohio University | Athens | OH | 08/2019 | 12/2019 |
| Spain Of Narragansett | Narragansett | RI | 05/2020 | 08/2020 |
| Coast Guard House | Narragansett | RI | 06/2017 | 07/2017 |
| Ohio University | Athens | OH | 12/2020 | 09/2021 |
| Narragansett Highschool | Narragansett | RI | 08/2016 | 06/2017 |
| Two Ten Oyster Bar And Grill | Wakefield | RI | 07/2017 | 08/2017 |
| Ohio University | Athens | OH | 01/2020 | 05/2020 |
| Surv By Rent Sons | Newport | RI | 06/2019 | 08/2019 |
| Narragansett Highschool | Narragansett | RI | 08/2017 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-05 |
Reach out to this advisor