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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_RES | 2026-01-13 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
4160 N First St, San Jose, CA 95134-1513 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | San Jose | CA | 06/2013 | 03/2017 |
| Mml Investors Services, Llc | San Jose | CA | 03/2017 | 09/2020 |
| Unemployed | San Jose | CA | 10/2020 | 03/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 04/2022 | 11/2022 |
| Lpl Financial Llc | San Jose | CA | 12/2022 | 03/2024 |
| Excite Credit Union | San Jose | CA | 12/2021 | 03/2024 |
| Fidelity Investments | San Jose | CA | 04/2024 | Present |
| Trustage Financial | San Jose | CA | 12/2021 | 03/2024 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 03/2017 | 09/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-10-25 |
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