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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 | 2026-02-04 |
| TN | RA | APPROVED | 2025-03-31 |
Branch Locations
4031 Aspen Grove Dr Suite 490, Franklin, TN 37067-2939 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Montana - Campus Rec Facilities | Missoula | MT | 08/2020 | 04/2021 |
| University Of Montana - Campus Rec Facilities | Missoula | MT | 08/2022 | 06/2024 |
| Calvin Christian School | Escondido | CA | 09/2017 | 01/2020 |
| Sportsman'S Wearhouse | Missoula | MT | 09/2020 | 12/2020 |
| Student | Missoula | MT | 08/2019 | 08/2020 |
| Student | Missoula | MT | 04/2021 | 06/2021 |
| Pine Tree Lumber Co | Escondido | CA | 07/2022 | 08/2022 |
| Elementary School | Escondido | CA | 01/2013 | 08/2017 |
| North County Rv & Boat Storage | Vista | CA | 07/2021 | 08/2021 |
| Student | Missoula | MT | 09/2021 | 06/2022 |
| Wa Jackson Construction | Escondido | CA | 06/2021 | 06/2021 |
| Fidelity Investments | Franklin | TN | 07/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-24 |
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