STRATEGIC ADVISERS LLC

Tel: 617-563-7000 155 Seaport Blvd Boston, Massachusetts 02210-2698

About STRATEGIC ADVISERS LLC

STRATEGIC ADVISERS LLC is a Boston, Massachusetts based financial advisory firm with nearly $824,740,096,815 in assets under management and provides investment advisory services for 1965880 clients. There are currently 269 financial advisors at the firm.

General Information

Firm CRD#:

104555

Firm SEC#:

801-13243

Assets Under Management:

$824,740,096,815

No. of Clients:

1965880

Advisory Services Provided:

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection for other advisors, Other (PROVIDER OF MODEL PORTFOLIOS)

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