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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 | 2026-02-05 |
| NJ | RA | APPROVED | 2025-03-31 |
Branch Locations
Freehold Township, NJ • United States
198 Rt 9 N Ste 106, Manalapan, NJ 07726-3073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Manalapan | NJ | 04/2024 | Present |
| Brick Township Municipal Utilities Authority | Brick | NJ | 03/2022 | 03/2024 |
| Professional Physical Therapy | Red Bank | NJ | 10/2021 | 03/2022 |
| Unemployed | Sparta | NJ | 05/2021 | 10/2021 |
| Full Time Student | Kingston | RI | 09/2017 | 05/2021 |
| Skyview Golf Club | Sparta | NJ | 06/2018 | 09/2019 |
| Unemployed | Sparta | NJ | 01/2014 | 06/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-22 |
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