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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-06
TX RA APPROVED 2026-04-02
  • FL RA
    APPROVED
    Since 2026-04-06
  • TX RA
    APPROVED
    Since 2026-04-02

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2025 → 08/2025
    Unemployed
    Largo, FL
  • 08/2022 → 05/2023
    Florida State University
    Tallahassee, FL
  • 07/2018 → 03/2021
    Indian Rocks Christian School
    Largo, FL
  • 03/2021 → 08/2022
    Tropical Ice Cream & Coffee
    Indian Rocks Beach, FL
  • 05/2023 → 08/2023
    Hammock Hardware
    Largo, FL
  • 08/2025 → Present
    Fidelity Investments
    Jacksonville, FL
  • 08/2023 → 05/2025
    Florida State University Department Of Mathematics
    Tallahassee, FL
  • 05/2024 → 08/2024
    Florida Financial Advisors
    Tampa, FL
  • 01/2015 → 07/2018
    Stuart Pepper Middle School
    Brandenburg, KY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-10-28
S65 Uniform Investment Adviser Law Examination 2025-07-08
  • S63 Uniform Securities Agent State Law Examination
    2025-10-28
  • S65 Uniform Investment Adviser Law Examination
    2025-07-08
Other Names
  • Collin Wesley Wright
  • Collin Wright

View on SEC IAPD

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