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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-30 |
| RI | RA | APPROVED | 2025-09-16 |
| TX | RA | APPROVED | 2025-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mia Regazza Of Marshfield | Marshfield | MA | 11/2018 | 03/2019 |
| Granite Telecommunications | Dudley | MA | 06/2023 | 08/2023 |
| Nichols College | Dudley | MA | 01/2022 | 05/2024 |
| Nichols College | Dudley | MA | 04/2022 | 05/2024 |
| Marshfield High School | Marshfield | MA | 09/2016 | 07/2020 |
| Unemployed | Marshfield | MA | 06/2016 | 09/2016 |
| Antons Cleaners | Marshfield | MA | 04/2019 | 09/2020 |
| Roche Brothers | Marshfield | MA | 09/2017 | 11/2017 |
| Fidelity Investments | Smithfield | RI | 06/2024 | Present |
| Nichols College | Dudley | MA | 09/2020 | 11/2020 |
| Nichols College | Dudley | MA | 08/2020 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-24 |
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