# STRATEGIC ADVISERS LLC STRATEGIC ADVISERS LLC of BOSTON, MA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV. ## Registration - CRD: 104555 - Type: SEC-registered investment adviser - SEC file number: 801-13243 - Location: 155 SEAPORT BLVD, BOSTON, MA, 02210-2698 - Phone: 617-563-7000 - Latest filing: 2026-03-30 - Regulatory AUM: $1.4T - Discretionary AUM: $1.3T - Non-discretionary AUM: $49.1B - Clients: 17,112 - Accounts: 2,973,512 ## Business model - Compensation: % of AUM, Fixed, Other - Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other ## Officers, owners & control persons (104) _Showing 25 of 104 people._ | Name | Role | Location | | --- | --- | --- | | Gerard John McGraw | ELECTED MANAGER | Holmdel, NJ | | Bryant Robert | SENIOR VICE PRESIDENT AND DEPUTY GENERAL COUNSEL | Greenwich, CT | | Edward Crosby Johnson Iv | ELECTED MANAGER | — | | Abigail Pierrepont Johnson | ELECTED MANAGER | — | | Michael Engber Wilens | ELECTED MANAGER | — | | Stephen Charles Neff | ELECTED MANAGER | — | | James David Gryglewicz | COMPLIANCE OFFICER | — | | Christopher John Rimmer | HEAD OF ASSET MANAGEMENT FINANCE, TREASURER | — | | John Andrew Stone | CHIEF INVESTMENT OFFICER | — | | Stephanie Jean Brown | CHIEF COMPLIANCE OFFICER | — | | Richard Gray Compson | DIRECTOR | — | | Catherine Louise Pena | CHIEF INVESTMENT OFFICER | — | | Bart Alexander Grenier | DIRECTOR | — | | Keri S Dogan | CHIEF OPERATING OFFICER | — | | William Wood Irving | PRESIDENT, DIRECTOR | — | | JOHNSON ANDREW P | DIRECTOR | — | | HURLEY DENISE RUTH | SR. VICE PRESIDENT - CROSBY | — | | O'HANLEY RONALD PHILIP | PRESIDENT OF ASSET MANAGEMENT AND CORPORATE SERVICES | — | | SERVISON ROGER THEODORE | DIRECTOR | — | | HARLOW WILLIAM VAN | CHIEF INVESTMENT OFFICER; DIRECTOR; DIRECTOR, CHIEF INVESTMENT OFFICER, PRESIDENT OF ASSEST MANAGEMENT SERVICES DIVISION (+2 more) | — | | RESNIK JEFFREY PAUL | SR. VICE PRESIDENT - CROSBY | — | | RATHGEBER KENNETH ALAN | CHIEF COMPLIANCE OFFICER | — | | REYNOLDS ROBERT LLOYD | DIRECTOR | — | | SPILLANE RICHARD AMBROSE | DIRECTOR, PRESIDENT | — | | ROITER ERIC DANIEL | CHIEF LEGAL OFFICER | — | ## Disclosures (72) | Initiated | Type | Allegations | Status | Amount | | --- | --- | --- | --- | --- | | 2020-05-22 | regulatory | ON MAY 22, 2023, FMR LLC, THE REGISTRANT'S ULTIMATE PARENT COMPANY, RECEIVED NOTICE FROM THE HELLENIC CAPITAL MARKET COMMISSION ("HCMC") THAT FMR LLC FAILED TO NOTIFY THE HCMC AND THE ISSUING COMPANY OF A CHANGE IN SHAREHOLDINGS IN A GREEK COMPANY IN A TIMELY MANNER. THE NOTIFICATION WAS MADE THREE… | Final | — | | 2018-05-21 | regulatory | ON MAY 21, 2018, FMR LLC, THE REGISTRANT'S ULTIMATE PARENT COMPANY, RECEIVED NOTICE FROM SWEDEN'S FINANSINSPEKTIONEN (THE "SFSA") THAT THE SFSA WAS ISSUING A FINE, EQUIVALENT TO APPROXIMATELY US$40,000, AGAINST FMR LLC BASED ON A FINDING THAT A NOTIFICATION OF A CHANGE IN SHAREHOLDINGS IN A SWEDISH… | Final | $40K | | 2017-02-28 | regulatory | ON FEBRUARY 28, 2017, FMR LLC, THE REGISTRANT'S ULTIMATE PARENT COMPANY, RECEIVED NOTICE FROM SWEDEN'S FINANSINSPEKTIONEN (THE "SFSA") THAT THE SFSA WAS ISSUING A FINE, EQUIVALENT TO APPROXIMATELY US$1,700, AGAINST FMR LLC BASED ON A FINDING THAT A NOTIFICATION OF A CHANGE IN SHAREHOLDINGS IN A SWED… | Final | $2K | | 2014-04-21 | regulatory | ON APRIL 21, 2014,FMR LLC, THE REGISTRANT'S ULTIMATE PARENT COMPANY, RECEIVED NOTICE FROM THE HELLENIC REPUBLIC CAPITAL MARKET COMMISSION (THE "HCMC") THAT THE HCMC WAS ISSUING A FINE, EQUIVALENT TO APPROXIMATELY $6,300, AGAINST FMR LLC BASED ON A FINDING THAT, IN 2007, FMR LLC, FOR SHARES HELD BY C… | Final | $6K | | 2014-02-24 | regulatory | ON FEBRUARY 24, 2014, FMR LLC, THE REGISTRANT'S ULTIMATE PARENT COMPANY, RECEIVED NOTICE FROM SWEDEN'S FINANSINSPEKTIONEN (THE "SFSA") THAT THE SFSA WAS ISSUING A FINE, EQUIVALENT TO APPROXIMATELY US$9,000, AGAINST FMR LLC BASED ON A FINDING THAT A NOTIFICATION OF A CHANGE IN SHAREHOLDINGS IN A SWED… | Final | $9K | | 2013-12-19 | regulatory | ON APRIL 14, 2014, FMR LLC, THE REGISTRANT'S ULTIMATE PARENT COMPANY, RECEIVED NOTICE FROM LUXEMBOURG'S COMMISSION DE SURVEILLANCE DU SECTEUR FINANCIER (THE "CSSF") THAT THE CSSF WAS ISSUING AN ADMINISTRATIVE FINE OF APPROXIMATELY US$5,000 AGAINST FMR LLC BASED ON THE FINDING THAT FMR LLC, FOR SHARE… | Final | $5K | | — | regulatory | — | — | — | ## Branch offices (25) _Showing 15 of 25 offices._ | City | State | Employees | Phone | | --- | --- | --- | --- | | SALT LAKE CITY | UT | 1,050 | 800-544-6666 | | WESTLAKE | TX | 979 | 800-544-6666 | | COVINGTON | KY | 900 | 859-386-3463 | | GREENWOOD VILLAGE | CO | 807 | 800-544-6666 | | MERRIMACK | NH | 774 | 800-343-3548 | | JACKSONVILLE | FL | 770 | 800-544-6666 | | SMITHFIELD | RI | 427 | 800-544-6666 | | DURHAM | NC | 350 | 800-544-6666 | | MERRIMACK | NH | 123 | 800-557-1900 | | CINCINNATI | OH | 92 | 800-544-6666 | | NASHUA | NH | 90 | 800-225-6542 | | SALT LAKE CITY | UT | 88 | 800-544-5586 | | COVINGTON | KY | 85 | 800-544-6666 | | BURLINGTON | MA | 85 | 800-526-7172 | | COVINGTON | KY | 74 | 800-343-3548 | ## Related pages - Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104555/brochure - Similar advisers: https://search.stillhousedata.com/firm/104555/similar - Related entities: https://search.stillhousedata.com/firm/104555/related - SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104555 --- Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com). 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