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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-06 |
| TX | RA | APPROVED | 2026-04-02 |
Branch Locations
Jacksonville, FL • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Largo | FL | 05/2025 | 08/2025 |
| Florida State University | Tallahassee | FL | 08/2022 | 05/2023 |
| Indian Rocks Christian School | Largo | FL | 07/2018 | 03/2021 |
| Tropical Ice Cream & Coffee | Indian Rocks Beach | FL | 03/2021 | 08/2022 |
| Hammock Hardware | Largo | FL | 05/2023 | 08/2023 |
| Fidelity Investments | Jacksonville | FL | 08/2025 | Present |
| Florida State University Department Of Mathematics | Tallahassee | FL | 08/2023 | 05/2025 |
| Florida Financial Advisors | Tampa | FL | 05/2024 | 08/2024 |
| Stuart Pepper Middle School | Brandenburg | KY | 01/2015 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-28 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-08 |
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