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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

ATTICUS BOHR

Advisor at STRATEGIC ADVISERS LLC

ADA, MI | GRAND RAPIDS, MI

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Search this name across graphsid dfx:ria:10b4dc52-83ec-e1b0-56da-dcd19de687cd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 12, 2021 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 16, 2020
First registration: Jan 12, 2021
Dual registered: yes, broker-dealer
Other names: ATTICUS JAMES BOHR|Atticus Bohr
IAPD individual key: 7284933

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	GRAND RAPIDS, MI\|ADA, MI	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jan 12, 2024	Mar 31, 2025	no	GRAND RAPIDS, MI	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Nov 23, 2021	Nov 17, 2023	no	South Barrington, IL\|Schaumburg, IL	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Jan 12, 2021	Oct 26, 2021	no	Okemos, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
CHARLES SCHWAB & CO., INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Nov 17, 2023	Jan 12, 2024	56	Firm change	Ibd to ibd
SECURIAN FINANCIAL SERVICES, INC.	CHARLES SCHWAB & CO., INC.	Oct 26, 2021	Nov 23, 2021	28	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jan 12, 2024 to Mar 31, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Nov 23, 2021 to Nov 17, 2023factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 12, 2021 to Oct 26, 2021factForm ADV

Dated events

Occurred
Nov 17, 2023
Advisor changed firm
Atticus Bohr left Charles Schwab & Co., Inc. for Fidelity Personal And Workplace Advisors (registered 2024-01-12)
Form ADVobserved 4 days ago