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Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Novato, CA

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

The short answer

2 registered advisors work at Strategic Advisers LLC in Novato, out of 15,454 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

Strategic Advisers LLC advisors in Novato, 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 Novato

All Novato advisors →

LPL Financial LLC 15Osaic Wealth, Inc. 5Wells Fargo Clearing Services, LLC 5Alpha Wealth Management And Planning LLC 4Edward Jones 4J.P. Morgan Securities LLC 4Wealth Enhancement Advisory Services, LLC 3

Questions

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

2 investment adviser representatives are registered at Strategic Advisers LLC offices in Novato, California, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

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

Strategic Advisers LLC ranks number 3 in Novato by registered advisors; LPL Financial LLC has the most, with 15.

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

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.