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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Houston | TX | 04/1999 | 05/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Houston | TX | 04/1999 | 05/2019 |
| Raymond James & Associates | Houston | TX | 05/2019 | 06/2023 |
| Uber Eats | Spring | TX | 06/2023 | 12/2023 |
| Rover | Spring | TX | 07/2023 | Present |
| Fidelity Investments | Houston | TX | 12/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-104941|OrgNmn:Rover|Org Addr:Spring,Texas,US|OBA Nature:Dog walking/pet sitting servic|Invst Rel:N|Title:Independent Contractor|Duties:Clients book services, so it's dependent on when a service is booked. Will not be booked during work hours.|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-30 |
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