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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 | 2026-07-08 |
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sun Blaze Ocps Elementary School | Lake Nona | FL | 11/2022 | 05/2023 |
| Unemployed | Clermont | FL | 11/2025 | 03/2026 |
| Fidelity Investments | Tallahassee | FL | 04/2026 | Present |
| Edward Jones Investment | St Louis | MO | 07/2024 | 11/2025 |
| Valuteachers Agency/National Life Group | Ponte Verde Beach | FL | 06/2023 | 07/2024 |
| Nyc Department Of Education | Brooklyn | NY | 09/2008 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-07 |
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