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Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Berkeley, CA

Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Berkeley, A to Z.

28 registered advisors work at Strategic Advisers LLC in Berkeley, out of 15,917 at the firm nationwide; it ranks number 1 in the city by advisors. 0 list the CFP designation and 28 are also registered broker representatives.

Strategic Advisers LLC advisors in Berkeley, A to Z

Every Strategic Advisers LLC advisor →

Strategic Advisers LLC advisors in other cities

Jacksonville, FL 622Salt Lake City, UT 614Covington, KY 559Merrimack, NH 524Westlake, TX 482Greenwood Village, CO 323Denver, CO 213Cincinnati, OH 205Durham, NC 203Boston, MA 165New York, NY 159Houston, TX 138Fort Worth, TX 128San Diego, CA 114Dallas, TX 107

Other firms in Berkeley

All Berkeley advisors →

North Berkeley Wealth Management, LLC 10Charles Schwab & Co., Inc. 8J.P. Morgan Securities LLC 7Willow Grove Advisors, LLC 6Affinity Capital Advisors LLC 5Blume Capital Management, Inc. 4Citigroup Global Markets Inc. 4Elmwood Wealth Management 4State Farm Investment Management Corp. 4Clayton Partners LLC 3

Questions

How many financial advisors does Strategic Advisers LLC have in Berkeley?

28 investment adviser representatives are registered at Strategic Advisers LLC offices in Berkeley, California, according to the SEC's Investment Adviser Public Disclosure records, out of 15,917 nationwide. 0 list the CFP designation and 28 are also registered as broker representatives.

Is Strategic Advisers LLC one of the largest advisor employers in Berkeley?

Strategic Advisers LLC ranks number 1 in Berkeley by registered advisors, ahead of North Berkeley Wealth Management, LLC (10).

How do I check a Strategic Advisers LLC advisor in Berkeley?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Strategic Advisers LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.