STRATEGIC ADVISERS LLC
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STRATEGIC ADVISERS LLC
(CRD# 104555)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Boston, MA.
The SEC approved the firm to operate as an RIA in
Aug 1977.
In
Mar 2019,
the firm reported total Regulatory Assets Under Management (RAUM) of
$344.1 Billion,
with discretion over
95%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
0%
.
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STRATEGIC ADVISERS LLC
also reported in
Mar 2019
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164
employees,
with
119
performing advisory functions.
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A total of 2 office locations.
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No registrations with foreign financial regulatory authorities.
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Operation as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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STRATEGIC ADVISERS LLC has one or more disclosure events currently on file with the SEC.
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STRATEGIC ADVISERS LLC has Notice Filings with the following State Securities Authorities: AK-Jan 1990, AL-Mar 1991, AR-Aug 1994, AZ-Aug 1994, CA-Jul 19
, CO-Jan 1999, CT-Oct 1997, DC-Jan 1994, DE-Aug 2003, FL-Aug 1
, GA-Aug 1989, HI-Nov 1990, IA-Jan 1999, ID-Feb 1990, IL-Aug 1
, IN-Feb 2001, KS-Nov 1989, KY-Sep 1990, LA-Oct 2001, MA-Apr 1
, MD-Oct 1990, ME-Aug 1990, MI-Jan 1998, MN-Aug 1990, MO-Oct 1
, MS-Dec 1997, MT-Jan 1998, NC-Oct 2000, ND-Dec 1990, NE-Oct 1
, NH-Nov 1989, NJ-Sep 1989, NM-Jan 1990, NV-Nov 1990, NY-Sep 1
, OH-Jul 1999, OK-Jan 1998, OR-May 1994, PA-Aug 1989, PR-Oct 1
, RI-Jan 1993, SC-Dec 1999, SD-Oct 1989, TN-Oct 1989, TX-Jul 1
, UT-Dec 1991, VA-Apr 1990, VT-Jan 1995, WA-Jun 1994, WI-May 2
, WV-Nov 1989, WY-Aug 2017
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Disclaimer:
The information presented above was gleaned
from the SEC website and is believed to be
accurate. FindingFraud.org is
presenting this data for informational
purposes only and assumes no responsibility
for errors or omissions. Please note
that we are aware of many instances where
RIAs provided erroneous data to the
SEC. Feel free to contact
FindingFraud.org with questions or concerns.
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