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Investment Adviser Firm Summary

STRATEGIC ADVISERS LLC (CRD# 104555 / SEC# 801-13243)
Alternate Names: CROSBY ADVISORS , FIDELITY FUNDS MANAGERPROGRAM , FIDELITY PORTFOLIO PLANNER , FIDELITY PORTFOLIO SELECTOR , FIDELITY PRIVATE PORTFOLIO SERVICES , PORTFOLIO ADVISORY SERVICES , PORTFOLIO ADVISORY SERVICES/PAS , PORTFOLIO PLANNER , SAME , STRATEGIC ADVISERS INC. , STRATEGIC ADVISERS LLC , STRATEGIC ADVISERS, INC.

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 08/11/1977

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Alabama 03/29/1991
Alaska 01/08/1990
Arizona 08/19/1994
Arkansas 08/10/1994
California 07/27/1989
Colorado 01/01/1999
Connecticut 10/06/1997
Delaware 08/05/2003
District of Columbia 01/29/1994
Florida 08/03/1989
Georgia 08/14/1989
Hawaii 11/21/1990
Idaho 02/07/1990
Illinois 08/09/1989
Indiana 02/06/2001
Iowa 01/01/1999
Kansas 11/01/1989
Kentucky 09/20/1990
Louisiana 10/17/2001
Maine 08/16/1990
Maryland 10/31/1990
Massachusetts 04/14/1994
Michigan 01/05/1998
Minnesota 08/08/1990
Mississippi 12/01/1997
Missouri 10/23/1990
Montana 01/01/1998
Nebraska 10/29/1999
Nevada 11/26/1990
New Hampshire 11/13/1989
New Jersey 09/01/1989
New Mexico 01/04/1990
New York 09/06/1989
North Carolina 10/24/2000
North Dakota 12/10/1990
Ohio 07/08/1999
Oklahoma 01/01/1998
Oregon 05/17/1994
Pennsylvania 08/24/1989
Puerto Rico 10/26/1990
Rhode Island 01/01/1993
South Carolina 12/10/1999
South Dakota 10/17/1989
Tennessee 10/12/1989
Texas 07/26/1989
Utah 12/24/1991
Vermont 01/30/1995
Virginia 04/23/1990
Washington 06/21/1994
West Virginia 11/22/1989
Wisconsin 05/30/2000
Wyoming 08/09/2017

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser