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Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Costa Mesa, CA

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

The short answer

10 registered advisors work at Strategic Advisers LLC in Costa Mesa, out of 15,454 at the firm nationwide; it ranks number 6 in the city by advisors. 1 list the CFP designation and 10 are also registered broker representatives.

Strategic Advisers LLC advisors in Costa Mesa, A to Z

Every Strategic Advisers LLC advisor →

Strategic Advisers LLC advisors in every city and state →Strategic Advisers LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Strategic Advisers LLC advisors in other cities

Jacksonville, FL 608Salt Lake City, UT 591Covington, KY 540Merrimack, NH 501Westlake, TX 477Greenwood Village, CO 320Denver, CO 210Durham, NC 201Cincinnati, OH 199Boston, MA 158New York, NY 157Houston, TX 132Fort Worth, TX 125San Diego, CA 112Chicago, IL 105

Other firms in Costa Mesa

All Costa Mesa advisors →

Osaic Wealth, Inc. 18Captrust 16LPL Financial LLC 11Check Capital Management Inc. 8Citigroup Global Markets Inc. 8Edward Jones 6Independent Financial Group, LLC 6Cetera Investment Advisers LLC 5Fifth Third Securities, Inc. 5Leisure Capital Management, Inc. 5Sovran Advisors, LLC 5Edelman Financial Engines 4

Questions

How many financial advisors does Strategic Advisers LLC have in Costa Mesa?

10 investment adviser representatives are registered at Strategic Advisers LLC offices in Costa Mesa, California, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 1 list the CFP designation and 10 are also registered as broker representatives.

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

Strategic Advisers LLC ranks number 6 in Costa Mesa by registered advisors; Osaic Wealth, Inc. has the most, with 18.

How do I check a Strategic Advisers LLC advisor in Costa Mesa?

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.