Financial ADVSR advisor directory · SEC adviser records
Strategic Advisers LLC financial advisors in Palo Alto, CA
Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Palo Alto, A to Z.
The short answer
23 registered advisors work at Strategic Advisers LLC in Palo Alto, out of 15,454 at the firm nationwide; it ranks number 7 in the city by advisors. 2 list the CFP designation and 23 are also registered broker representatives.
Strategic Advisers LLC advisors in Palo Alto, A to Z
Every Strategic Advisers LLC advisor →- Hannah AvanessianAlso a broker rep
- Cameron BriggsAlso a broker rep
- Amy ChanAlso a broker rep
- Michael DoAlso a broker rep
- Alison JonesAlso a broker rep
- Daniel KertzAlso a broker rep
- Jacobo Koen RubenAlso a broker rep
- Aayush KumarAlso a broker rep
- Kathy J. LeeAlso a broker rep
- Brenda LopezAlso a broker rep
- Jeffrey MarksAlso a broker rep
- Jasmin M. MartinezAlso a broker rep
- Luisa MartinezAlso a broker rep
- Daniel P. McGovern IIICertified Financial Planner · Also a broker rep
- Blerina MucajAlso a broker rep
- Harsh A. PradhanCertified Financial Planner · Also a broker rep
- Daniel C. RaveAlso a broker rep
- Omid SajjadiAlso a broker rep
- Larysa P. SmykovskayaAlso a broker rep
- Nephi K. WijckmansAlso a broker rep
- Carl WongAlso a broker rep
- Marie WreaksAlso a broker rep
- Oksana V. YuzefovichAlso 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 Palo Alto
All Palo Alto advisors →Morgan Stanley 143Merrill Lynch, Pierce, Fenner & Smith Incorporated 84Wells Fargo Clearing Services, LLC 65J.P. Morgan Securities LLC 44UBS Financial Services Inc. 34Wealthfront Advisers LLC 24Sand Hill Global Advisors, LLC 15Citigroup Global Markets Inc. 11Rebalance LLC 7Focus Partners Wealth, LLC 5Rockefeller Financial LLC 5LPL Financial LLC 4
Questions
How many financial advisors does Strategic Advisers LLC have in Palo Alto?
23 investment adviser representatives are registered at Strategic Advisers LLC offices in Palo Alto, California, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 2 list the CFP designation and 23 are also registered as broker representatives.
Is Strategic Advisers LLC one of the largest advisor employers in Palo Alto?
Strategic Advisers LLC ranks number 7 in Palo Alto by registered advisors; Morgan Stanley has the most, with 143.
How do I check a Strategic Advisers LLC advisor in Palo Alto?
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.