STRATEGIC ADVISERS LLC

RIASEC RegisteredEst. 1977

Total AUM

$1.4T

Discretionary

$1.3T

96% of AUM

Avg account

$461K

Accounts

2,973,512

Employees

17,112

Advisory reps

17,034

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 104555
Registered since: August 11, 1977
Website: www.fidelity.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Investment Companies43.02%
HNWI28.96%
Individuals12.02%
Pension & Profit Sharing Plans11.79%
Charitable Organizations3.63%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Strategic Advisers LLC is an SEC-registered investment adviser organized as an LLC and in operation since 1977. The firm serves both individual/family and institutional clients and charges fees by AUM, fixed fees and other arrangements. It reports business activity as a commodity pool operator/commodity trading advisor (CPO/CTA) and lists a range of advisory services including financial planning, portfolio management for individuals, small businesses, institutions and investment companies, selection of other advisers, and educational workshops. Strategic Advisers identifies itself as an active ESG investor and notes affiliations that include broker-dealer, trust and banking relationships and roles as sponsor or general partner of pooled investment vehicles.