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Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Pleasanton, CA

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

The short answer

2 registered advisors work at Strategic Advisers LLC in Pleasanton, out of 15,454 at the firm nationwide; it ranks number 14 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

Strategic Advisers LLC advisors in Pleasanton, 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 Pleasanton

All Pleasanton advisors →

Morgan Stanley 47Transamerica Financial Advisors, LLC 25Merrill Lynch, Pierce, Fenner & Smith Incorporated 20Charles Schwab & Co., Inc. 16MML Investors Services, LLC 15Wells Fargo Clearing Services, LLC 14Mariner 7Mirador Capital Partners 7Ameriprise Financial Services, LLC 6Grant Private Wealth Management 6Kaizen Financial Strategies, LLC 5U.S. Bancorp Advisors, LLC 5

Questions

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

2 investment adviser representatives are registered at Strategic Advisers LLC offices in Pleasanton, 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 Pleasanton?

Strategic Advisers LLC ranks number 14 in Pleasanton by registered advisors; Morgan Stanley has the most, with 47.

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

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.