Financial ADVSR advisor directory · SEC adviser records
Strategic Advisers LLC financial advisors in Irvine, CA
Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Irvine, A to Z.
The short answer
30 registered advisors work at Strategic Advisers LLC in Irvine, out of 15,454 at the firm nationwide; it ranks number 10 in the city by advisors. 4 list the CFP designation and 30 are also registered broker representatives.
Strategic Advisers LLC advisors in Irvine, A to Z
Every Strategic Advisers LLC advisor →- Tai AnAlso a broker rep
- Romik ArakelianAlso a broker rep
- Lining BermanAlso a broker rep
- Payton A. BlairAlso a broker rep
- Leon D. BurnsAlso a broker rep
- Frederick ChangAlso a broker rep
- Jeffrey D. ChenAlso a broker rep
- Yuyan ChenCertified Financial Planner · Also a broker rep
- Cameron J. ChristesonAlso a broker rep
- Christina DimitropoulosAlso a broker rep
- Trevor J. DufaultAlso a broker rep
- Russell J. FunkeCertified Financial Planner · Also a broker rep
- Ryan P. HenryAlso a broker rep
- Stephen JenningsAlso a broker rep
- Ken W. JoCertified Financial Planner · Also a broker rep
- Ah Reum KimAlso a broker rep
- Lily H. KimAlso a broker rep
- Robert B. KochAlso a broker rep
- Bahaa LattashAlso a broker rep
- Kerrie LouAlso a broker rep
- Maren MarshallAlso a broker rep
- Charles McCallAlso a broker rep
- Thinh P. NguyenAlso a broker rep
- Isaac RomeroAlso a broker rep
- Bryce SagersCertified Financial Planner · Also a broker rep
- Mark D. SwetlandAlso a broker rep
- Alexander WaddellAlso a broker rep
- Aaron S. WhitterAlso a broker rep
- Michael YoussefAlso a broker rep
- Kevin ZhengAlso a broker rep
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 Irvine
All Irvine advisors →J.P. Morgan Securities LLC 179Wells Fargo Clearing Services, LLC 135Morgan Stanley 101Merrill Lynch, Pierce, Fenner & Smith Incorporated 69LPL Financial LLC 66LPL Enterprise, LLC 59Equitable Advisors, LLC 51Osaic Wealth, Inc. 45Cooper McManus 34UBS Financial Services Inc. 29Charles Schwab & Co., Inc. 27Transamerica Financial Advisors, LLC 25
Questions
How many financial advisors does Strategic Advisers LLC have in Irvine?
30 investment adviser representatives are registered at Strategic Advisers LLC offices in Irvine, California, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 4 list the CFP designation and 30 are also registered as broker representatives.
Is Strategic Advisers LLC one of the largest advisor employers in Irvine?
Strategic Advisers LLC ranks number 10 in Irvine by registered advisors; J.P. Morgan Securities LLC has the most, with 179.
How do I check a Strategic Advisers LLC advisor in Irvine?
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.