Strategic Advisers LLC

Strategic Advisers LLC (CRD# 104555) is a financial advisory firm headquartered in Boston, MA. They manage $568,281,770,108 in 1,190,593 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
245 Summer Street, V10b, Boston, MA 02210
https://www.reddit.com/u/fidelityinvestments
By the Numbers
  • Total Assets Under Management
    568,282
    MILLION
  • Total Number of Accounts
    1,190,593
    ACCOUNTS
  • Average Account Value
    $477,310
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Strategic Advisers LLC
Showing 1 - 10 of 41 top financial advisors.
1
Bryan Applequist, financial advisor Greenwood Village CO
Bryan C. Applequist
CRD#: 4710259
6501 S Fiddler's Green Circle, Ste 300 - 600, Greenwood Village, CO 80111

Bryan Applequist (CRD# 4710259) is an Investment Advisor Representative working at Strategic Advisers LLC in Greenwood Village, CO and has 1 year of experience in the finance industry.

2
Christopher Atwood, financial advisor Boston MA
Christopher R. Atwood
CRD#: 6095594
245 Summer Street, Boston, MA 02210

Christopher Atwood (CRD# 6095594) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has over 8 years of experience in the finance industry.

3
Justin Barclay, financial advisor Boston MA
Justin A. Barclay
CRD#: 5338688
245 Summer Street, Boston, MA 02210

Justin Barclay (CRD# 5338688) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has 1 year of experience in the finance industry.

4
Jack Barlage, financial advisor Boston MA
Jack G. Barlage
CRD#: 2203940
245 Summer Street, Boston, MA 02210

Jack Barlage (CRD# 2203940) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has 1 year of experience in the finance industry.

5
Jason Breton, financial advisor Denver CO
Jason D. Breton
CRD#: 6685751
1225 17th St, Ste 1100, Denver, CO 80202

Jason Breton (CRD# 6685751) is an Investment Advisor Representative working at Strategic Advisers LLC in Denver, CO and has over 4 years of experience in the finance industry.

6
Steven Bullock, financial advisor Greenwood Village CO
Steven D. Bullock
CRD#: 6989410
6501 S Fiddler's Green Circle, Ste 300 - 600, Greenwood Village, CO 80111

Steven Bullock (CRD# 6989410) is an Investment Advisor Representative working at Strategic Advisers LLC in Greenwood Village, CO and has 1 year of experience in the finance industry.

7
James Cracraft, financial advisor Greenwood Village CO
James S. Cracraft
CRD#: 4879330
6501 S Fiddler's Green Circle Ste 300 - 600, Greenwood Village, CO 80111

James Cracraft (CRD# 4879330) is an Investment Advisor Representative working at Strategic Advisers LLC in Greenwood Village, CO and has over 10 years of experience in the finance industry.

8
Aimee Degiovanni, financial advisor Boston MA
Aimee L. Degiovanni
CRD#: 5027892
245 Summer Street, Boston, MA 02210

Aimee Degiovanni (CRD# 5027892) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has over 15 years of experience in the finance industry. Aimee Degiovanni has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Peter Dow, financial advisor Boston MA
Peter E. Dow
CRD#: 5921199
245 Summer Street, Boston, MA 02210

Peter Dow (CRD# 5921199) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has 1 year of experience in the finance industry.

10
Monica Dwyer, financial advisor Covington KY
Monica L. Dwyer
CRD#: 4941189
Covington, KY 41015

Monica Dwyer (CRD# 4941189) is an Investment Advisor Representative working at Strategic Advisers LLC in Covington, KY and has over 16 years of experience in the finance industry.

1 2 3 4 5 ... Next

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals