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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 | 2025-08-13 |
| TX | RA | APPROVED | 2025-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Stamford | CT | 06/2024 | Present |
| Building And Land Technology | Stamford | CT | 05/2023 | 08/2023 |
| Parkview Advance | Stamford | CT | 12/2021 | 01/2022 |
| Doordash | Port Chester | NY | 07/2022 | 05/2023 |
| Unemployed | Port Chester | NY | 06/2020 | 08/2020 |
| Unemployed | Port Chester | NY | 01/2013 | 05/2017 |
| University Of Connecticut | Storrs | CT | 08/2020 | 05/2024 |
| Popeyes Louisiana Kitchen | Port Chester | NY | 06/2017 | 10/2017 |
| Westchester Cc Beach Club | Rye | NY | 08/2020 | 10/2020 |
| Kohl'S | Port Chester | NY | 10/2019 | 01/2020 |
| Whole Foods Market | Greenwich | CT | 01/2021 | 01/2022 |
| Greenwich High School | Greenwich | CT | 08/2016 | 06/2020 |
| Ahmed Shiil | Port Chester | NY | 05/2023 | 05/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-29 |
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