Financial ADVSR advisor directory · SEC adviser records
Strategic Advisers LLC financial advisors in Rocklin, CA
Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Rocklin, A to Z.
The short answer
7 registered advisors work at Strategic Advisers LLC in Rocklin, out of 15,454 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 7 are also registered broker representatives.
Strategic Advisers LLC advisors in Rocklin, A to Z
Every Strategic Advisers LLC advisor →- Logan AhlfAlso a broker rep
- Douglas M. BeardAlso a broker rep
- Michelle C. BursonAlso a broker rep
- Kathryn CalderonAlso a broker rep
- Michael A. GomesAlso a broker rep
- Aaron J. HolyoakAlso a broker rep
- Gregory L. ZaneCertified Financial Planner · Also 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 Rocklin
All Rocklin advisors →Raymond James Financial Services Advisors, Inc. 9Edward Jones 7Cambridge Investment Research Advisors, Inc. 3Osaic Wealth, Inc. 3Roseman Wagner Wealth Management 3Tidwell Wealth Management LLC 3
Questions
How many financial advisors does Strategic Advisers LLC have in Rocklin?
7 investment adviser representatives are registered at Strategic Advisers LLC offices in Rocklin, California, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 1 list the CFP designation and 7 are also registered as broker representatives.
Is Strategic Advisers LLC one of the largest advisor employers in Rocklin?
Strategic Advisers LLC ranks number 3 in Rocklin by registered advisors; Raymond James Financial Services Advisors, Inc. has the most, with 9.
How do I check a Strategic Advisers LLC advisor in Rocklin?
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.