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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 |
|---|---|---|---|
| DC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
1725 Duke Street Suite Gr05, Alexandria, VA 22314-3457 • United States
Washington, DC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carrabas Italian Grill | Midlothian | VA | 06/2021 | 08/2021 |
| In School | Richmond | VA | 05/2014 | 05/2020 |
| Doordash | Richmond | VA | 06/2020 | 05/2021 |
| Washington And Lee University Athletic Communications | Lexington | VA | 09/2022 | 05/2023 |
| Fidelity Investments | Alexandria | VA | 06/2024 | Present |
| In School At Washington And Lee | Lexington | VA | 09/2021 | 05/2022 |
| Abc 7 Wjla Washington D.C. | Arlington | VA | 06/2023 | 08/2023 |
| Cbs 19 Charlottesville | Charlottesville | VA | 06/2022 | 08/2022 |
| Virginia Military Institute | Lexington | VA | 09/2023 | 05/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-23 |
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