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Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Monterey, CA

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

The short answer

7 registered advisors work at Strategic Advisers LLC in Monterey, out of 15,449 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 7 are also registered broker representatives.

Strategic Advisers LLC advisors in Monterey, 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

Salt Lake City, UT 634Jacksonville, FL 628Covington, KY 579Merrimack, NH 563Westlake, TX 481Greenwood Village, CO 378Durham, NC 235Cincinnati, OH 196Denver, CO 184Boston, MA 155Houston, TX 141New York, NY 140Fort Worth, TX 134San Diego, CA 112Chicago, IL 95

Other firms in Monterey

All Monterey advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Ameriprise Financial Services, LLC 16Integris Wealth Management, LLC 10Morgan Stanley 10Hilltop Securities Inc. 7LPL Financial LLC 7Commonwealth Financial Network 5RBC Capital Markets, LLC 4

Questions

How many financial advisors does Strategic Advisers LLC have in Monterey?

7 investment adviser representatives are registered at Strategic Advisers LLC offices in Monterey, California, according to the SEC's Investment Adviser Public Disclosure records, out of 15,449 nationwide. 0 list the CFP designation and 7 are also registered as broker representatives.

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

Strategic Advisers LLC ranks number 7 in Monterey by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 18.

How do I check a Strategic Advisers LLC advisor in Monterey?

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.