Douglas Mouser

CRD 3070116 · Strategic Advisers LLC · Chesterfield, MO

IA RegisteredBroker

Also appears in the source record as: Douglas Alan Mouser

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 65Series 63Series 10Series 9SIESeries 7Series 6
Registered states (5): Illinois · Massachusetts · Missouri · Texas · Utah
Years in the industry (source record): 28
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 3070116 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Strategic Advisers LLC
Firm CRD: 104555
SEC number: 801-13243
Assets under management: $1.4T as of Mar 30, 2026
Website: www.linkedin.com/showcase/womentalkmoney ↗
Phone: 617-563-7000
Firm location: Boston, MA, 02210-2698

Employment history (6)

From the source registration record · current first

Strategic Advisers LLCCurrent
Chesterfield, MO · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Chesterfield, MO · BD capacity

Feb 10, 2000 → present
Fidelity Personal And Workplace Advisors
IA capacity

Jul 13, 2018 → Mar 31, 2025
Strategic Advisers LLC
IA capacity

Apr 1, 2011 → Jul 13, 2018
Strategic Advisers, Inc.
IA capacity

May 3, 2000 → Sep 4, 2007
Franklin Financial Services Corporation
BD capacity

Jun 16, 1998 → Jan 28, 2000

Source & corrections

Where this page comes from

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