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Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Los Gatos, CA

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

The short answer

8 registered advisors work at Strategic Advisers LLC in Los Gatos, out of 15,454 at the firm nationwide; it ranks number 4 in the city by advisors. 2 list the CFP designation and 8 are also registered broker representatives.

Strategic Advisers LLC advisors in Los Gatos, 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 Los Gatos

All Los Gatos advisors →

Morgan Stanley 26UBS Financial Services Inc. 17Charles Schwab & Co., Inc. 9Kane Investment Management, Inc. 5Scharf Investments, LLC 5Raymond James Financial Services Advisors, Inc. 4Rice Financial Consulting, Inc. 4Wells Fargo Advisors Financial Network, LLC 4LPL Financial LLC 3Libra Wealth LLC 3Mainstreet Financial Planning, Inc. 3Rockefeller Capital Management 3

Questions

How many financial advisors does Strategic Advisers LLC have in Los Gatos?

8 investment adviser representatives are registered at Strategic Advisers LLC offices in Los Gatos, California, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 2 list the CFP designation and 8 are also registered as broker representatives.

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

Strategic Advisers LLC ranks number 4 in Los Gatos by registered advisors; Morgan Stanley has the most, with 26.

How do I check a Strategic Advisers LLC advisor in Los Gatos?

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.