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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED | 2025-11-05 |
Branch Locations
3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540-5924 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Princeton | NJ | 09/2025 | Present |
| Csc Global | Wilmington | DE | 06/2021 | 08/2021 |
| Harvest Seasonal Grill | Glen Mills | PA | 03/2019 | 08/2019 |
| Doordash | Glen Mills | PA | 05/2020 | 08/2023 |
| Unemployed | New York | NY | 01/2024 | 06/2024 |
| Sky Zone Trampoline Park | Glen Mills | PA | 10/2018 | 03/2019 |
| Garnet Valley High School | Garnet Valley | PA | 01/2017 | 07/2019 |
| Archmere Academy | Claymont | DE | 08/2015 | 01/2017 |
| Capriotti'S Sandwich Shop | Glen Mills | PA | 09/2017 | 10/2018 |
| Temple University | Philadelphia | PA | 08/2019 | 12/2023 |
| Equitable Advisors, Llc | New York | NY | 07/2024 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-19 |
Reach out to this advisor