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Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in San Francisco, CA

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

The short answer

65 registered advisors work at Strategic Advisers LLC in San Francisco, out of 15,449 at the firm nationwide; it ranks number 11 in the city by advisors. 7 list the CFP designation and 62 are also registered broker representatives.

Strategic Advisers LLC advisors in San Francisco, A to Z

Every Strategic Advisers LLC advisor →

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 San Francisco

All San Francisco advisors →

Morgan Stanley 418J.P. Morgan Securities LLC 294Merrill Lynch, Pierce, Fenner & Smith Incorporated 215UBS Financial Services Inc. 189Farther 131Wells Fargo Clearing Services, LLC 109Citigroup Global Markets Inc. 79Schwab Wealth Advisory, Inc. 75Iconiq Capital, LLC 73Charles Schwab & Co., Inc. 70Parallel Advisors, LLC 54Perigon Wealth Management, LLC 52

Questions

How many financial advisors does Strategic Advisers LLC have in San Francisco?

65 investment adviser representatives are registered at Strategic Advisers LLC offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 15,449 nationwide. 7 list the CFP designation and 62 are also registered as broker representatives.

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

Strategic Advisers LLC ranks number 11 in San Francisco by registered advisors; Morgan Stanley has the most, with 418.

How do I check a Strategic Advisers LLC advisor in San Francisco?

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.