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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 |
|---|---|---|---|
| RI | RA | APPROVED | 2026-06-29 |
| TX | RA | APPROVED | 2026-06-29 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
West Warwick, RI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valley Country Club | West Warwick | RI | 04/2018 | 07/2023 |
| Chelos Waterfront | Warwick | RI | 05/2022 | 10/2024 |
| Royal Valet | Providence | RI | 05/2023 | 05/2024 |
| Rhode Island General Assembly | Providence | RI | 06/2017 | 08/2019 |
| Fidelity Investments | Smithfield | RI | 11/2024 | Present |
| Tavern In The Square | East Greenwich | RI | 05/2022 | 09/2023 |
| Texas Roadhouse | Warwick | RI | 08/2019 | 02/2022 |
| University Of Rhode Island | Kingston | RI | 09/2020 | 05/2024 |
| Unemployed | West Warwick | RI | 01/2016 | 06/2017 |
| New York Life | Johnston | RI | 05/2024 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-20 |
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