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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-03 |
| TX | RA | APPROVED | 2026-02-03 |
Branch Locations
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Ent And Allergy / Quello | Greenwood Village | CO | 06/2022 | 05/2024 |
| Fidelity Investments | Greenwood Village | CO | 05/2024 | Present |
| Cu Boulder | Boulder | CO | 08/2016 | 12/2016 |
| Unemployed | Boulder | CO | 12/2016 | 02/2017 |
| Berkshire Advisor Resouces | Greenwood Village | CO | 06/2017 | 08/2017 |
| Finishline | Aurora | CO | 02/2017 | 02/2018 |
| Waterway Carwash | Foxfield | CO | 01/2018 | 05/2019 |
| 24 Hour Fitness | Aurora / Arvada | CO | 05/2019 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-05 |
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