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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-13 |
| OH | RA | APPROVED | 2025-03-31 |
Branch Locations
1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ohio State University | Columbus | OH | 08/2020 | 04/2024 |
| Chipotle | Jeffersonville | OH | 07/2019 | 02/2020 |
| Unemployed | Columbus | OH | 02/2022 | 08/2022 |
| Fidelity Investments | Columbus | OH | 06/2024 | Present |
| Unemployed | Washington Court House | OH | 04/2014 | 07/2018 |
| Juggle | Columbus | OH | 08/2022 | 10/2022 |
| Washington High School | Washington Court House | OH | 08/2016 | 05/2020 |
| Unemployed | Columbus | OH | 02/2020 | 02/2021 |
| Sweetwaters Coffee & Tea | Columbus | OH | 02/2021 | 02/2022 |
| Unemployed | Washington Court House | OH | 09/2018 | 07/2019 |
| Cafe 28 | Leesburg | OH | 05/2022 | 08/2023 |
| The Little Bar | Columbus | OH | 01/2023 | 06/2024 |
| American Eagle Outfitters | Jeffersonville | OH | 07/2018 | 09/2018 |
| Unemployed | Columbus | OH | 10/2022 | 01/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-01 |
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