Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-27 |
| TN | RA | APPROVED | 2025-03-31 |
Branch Locations
1610 West End Avenue Suite 103, Nashville, TN 37203-3225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Publix | Tuscaloosa | AL | 05/2018 | 06/2024 |
| Fidelity Investments | Nashville | TN | 06/2024 | Present |
| School | Lake Worth | FL | 12/2013 | 05/2018 |
| Fidelity Investments | Tampa | FL | 06/2023 | 08/2023 |
| Cbiz | Delray Beach | FL | 06/2022 | 08/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-110555|OrgNmn:Select Model Management|Org Addr:Miami Beac,Florida,US|OBA Nature:Modeling Agency|Invst Rel:N|Title:Model|Duties:sporadic photoshoots|StrtDt:|TotHrs/mon:24|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-18 |
Reach out to this advisor