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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 | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | San Antonio | TX | 12/2015 | 08/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | San Antonio | TX | 12/2015 | 08/2019 |
| Jp Morgan Chase Bank, N.A. | San Antonio | TX | 09/2019 | 03/2022 |
| Jp Morgan Securities, Llc | San Antonio | TX | 09/2019 | 03/2022 |
| Fidelity Investments | San Antonio | TX | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-16 |
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