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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 | 2025-05-16 |
| FL | RA | APPROVED | 2025-04-16 |
Branch Locations
6921 Daniels Parkway Suite 200, Fort Myers, FL 33912-1534 • United States
Fort Myers, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | York | PA | 08/2014 | 06/2018 |
| Rutters | Loganville | PA | 06/2018 | 06/2020 |
| College Student | Reading | PA | 09/2022 | 11/2022 |
| Fidelity Investments | Fort Myers | FL | 03/2025 | Present |
| Garret Barrel & Drum | West Friendship | MD | 06/2020 | 09/2022 |
| Dock Side Willies | Lemoyne | PA | 11/2022 | 02/2024 |
| Equitable Advisors, Llc | New York | NY | 08/2024 | 03/2025 |
| Bankers Life | Fort Myers | FL | 03/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-04 |
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