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Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Oakland, CA

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

The short answer

9 registered advisors work at Strategic Advisers LLC in Oakland, out of 15,449 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 9 are also registered broker representatives.

Strategic Advisers LLC advisors in Oakland, 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 Oakland

All Oakland advisors →

Morgan Stanley 51Infinity Financial Services Advisory 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Charles Schwab & Co., Inc. 18Liberty Wealth Management, LLC 14J.P. Morgan Securities LLC 11Wealth Enhancement Advisory Services, LLC 7State Farm Investment Management Corp. 6LPL Financial LLC 5Forusall 4Valic Financial Advisors, Inc. 4Vanguard Personalized Indexing Management 4

Questions

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

9 investment adviser representatives are registered at Strategic Advisers LLC offices in Oakland, California, according to the SEC's Investment Adviser Public Disclosure records, out of 15,449 nationwide. 0 list the CFP designation and 9 are also registered as broker representatives.

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

Strategic Advisers LLC ranks number 7 in Oakland by registered advisors; Morgan Stanley has the most, with 51.

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

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.