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Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Dana Point, CA

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

The short answer

4 registered advisors work at Strategic Advisers LLC in Dana Point, out of 15,454 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.

Strategic Advisers LLC advisors in Dana Point, 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 Dana Point

All Dana Point advisors →

LPL Financial LLC 6Osaic Wealth, Inc. 6Charles Schwab & Co., Inc. 4Edward Jones 3The Clark Group Asset Management 3

Questions

How many financial advisors does Strategic Advisers LLC have in Dana Point?

4 investment adviser representatives are registered at Strategic Advisers LLC offices in Dana Point, California, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.

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

Strategic Advisers LLC ranks number 3 in Dana Point by registered advisors; LPL Financial LLC has the most, with 6.

How do I check a Strategic Advisers LLC advisor in Dana Point?

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.