Financial ADVSR advisor directory · SEC adviser records
Strategic Advisers LLC financial advisors in Los Altos, CA
Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Los Altos, A to Z.
The short answer
4 registered advisors work at Strategic Advisers LLC in Los Altos, out of 15,454 at the firm nationwide; it ranks number 6 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Strategic Advisers LLC advisors in Los Altos, A to Z
Every Strategic Advisers LLC advisor →- Gerard BessetteAlso a broker rep
- Jinyuan RenAlso a broker rep
- John R. SeibelAlso a broker rep
- Sheela SukhdeoCertified Financial Planner · Also 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 Los Altos
All Los Altos advisors →Charles Schwab & Co., Inc. 16Diversifi Capital Inc. 7Edward Jones 5Mariner 5Ameriprise Financial Services, LLC 4Gates Pass Advisors, LLC 3J.P. Morgan Securities LLC 3Traveka Wealth, LLC 3
Questions
How many financial advisors does Strategic Advisers LLC have in Los Altos?
4 investment adviser representatives are registered at Strategic Advisers LLC offices in Los Altos, 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 Los Altos?
Strategic Advisers LLC ranks number 6 in Los Altos by registered advisors; Charles Schwab & Co., Inc. has the most, with 16.
How do I check a Strategic Advisers LLC advisor in Los Altos?
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.