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Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Petaluma, CA

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

The short answer

5 registered advisors work at Strategic Advisers LLC in Petaluma, out of 15,449 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

Strategic Advisers LLC advisors in Petaluma, 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 Petaluma

All Petaluma advisors →

Edward Jones 14LPL Financial LLC 8Allpoint Financial Group 3Ameriprise Financial Services, LLC 3Breen Wealth Management, LLC 3State Farm Investment Management Corp. 3The McBride Group 3

Questions

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

5 investment adviser representatives are registered at Strategic Advisers LLC offices in Petaluma, California, according to the SEC's Investment Adviser Public Disclosure records, out of 15,449 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

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

Strategic Advisers LLC ranks number 3 in Petaluma by registered advisors; Edward Jones has the most, with 14.

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

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.