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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
IL RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-08
  • IL RA
    APPROVED
    Since 2025-03-31

Branch Locations

Streamwood, IL • United States

1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Streamwood IL 06/2014 06/2018
Pilot Pete'S Schaumburg IL 06/2018 10/2018
Unemployed Streamwood IL 10/2018 02/2020
The Room Place Bloomingdale IL 05/2022 06/2022
Fidelity Investments Schaumburg IL 07/2024 Present
Champs Sports Schaumburg IL 02/2020 04/2022
Jpmorgan Chase & Co. Bloomingdale IL 06/2022 07/2024
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 06/2018
    Unemployed
    Streamwood, IL
  • 06/2018 → 10/2018
    Pilot Pete'S
    Schaumburg, IL
  • 10/2018 → 02/2020
    Unemployed
    Streamwood, IL
  • 05/2022 → 06/2022
    The Room Place
    Bloomingdale, IL
  • 07/2024 → Present
    Fidelity Investments
    Schaumburg, IL
  • 02/2020 → 04/2022
    Champs Sports
    Schaumburg, IL
  • 06/2022 → 07/2024
    Jpmorgan Chase & Co.
    Bloomingdale, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Streamwood, IL
    Schaumburg, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-21
  • S66 Uniform Combined State Law Examination
    2024-11-21

View on SEC IAPD

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