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 | 2025-12-15 |
| NJ | RA | APPROVED | 2025-03-31 |
Branch Locations
501 Route 73 South Suite N, Marlton, NJ 08053-9617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Swedesboro | NJ | 09/2019 | 02/2020 |
| Wawa | Swedesboro | NJ | 03/2020 | 07/2020 |
| Kingsway Regional | Woolwich | NJ | 08/2014 | 06/2019 |
| Dunkin' Donuts | Swedesboro | NJ | 09/2021 | 04/2022 |
| Classy Cow Food Joint | Logan Twp | NJ | 06/2019 | 08/2019 |
| Fidelity Investments | Marlton | NJ | 07/2024 | Present |
| Rowan University | Glassboro | NJ | 01/2023 | 05/2023 |
| Shoprite | Mullica Hill | NJ | 02/2020 | 03/2020 |
| Unemployed | Swedesboro | NJ | 05/2024 | 07/2024 |
| Play It Again Sports | Deptford | NJ | 04/2022 | 01/2023 |
| United States Cold Storage | Camden | NJ | 06/2021 | 09/2021 |
| Subaru Of America | Camden | NJ | 05/2023 | 05/2024 |
| Papa Luigi'S Pizza | Logan Twp | NJ | 07/2020 | 06/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-01 |
Reach out to this advisor