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 | 2025-08-18 |
| NJ | RA | APPROVED | 2025-08-11 |
Branch Locations
East Windsor, NJ • United States
750 Route 202 Suites 110, 430, Bridgewater, NJ 08807-5530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | East Brunswick | NJ | 06/2024 | 11/2024 |
| The Home Depot | Highstown | NJ | 05/2021 | 05/2023 |
| Rutgers University | New Brunswick | NJ | 09/2023 | 05/2024 |
| Hightstown High School | Hightstown | NJ | 09/2015 | 06/2020 |
| Rutgers University | New Brunswick | NJ | 09/2020 | 05/2024 |
| Unemployed | East Windsor | NJ | 07/2020 | 08/2020 |
| The Prudential Insurance Company Of America | East Brunswick | NJ | 11/2024 | 07/2025 |
| Lpl Enterprise, Llc | East Brunswick | NJ | 11/2024 | 07/2025 |
| Fidelity Investments | Bridgewater | NJ | 07/2025 | Present |
| Arthur J Gallagher | Whippany | NJ | 06/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-31 |
Reach out to this advisor