Financial ADVSR advisor directory · SEC adviser records
Strategic Advisers LLC financial advisors in San Jose, CA
Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in San Jose, A to Z.
The short answer
58 registered advisors work at Strategic Advisers LLC in San Jose, out of 15,454 at the firm nationwide; it ranks number 4 in the city by advisors. 5 list the CFP designation and 58 are also registered broker representatives.
Strategic Advisers LLC advisors in San Jose, A to Z
Every Strategic Advisers LLC advisor →- Ali AlomariAlso a broker rep
- Sanjana AmeenAlso a broker rep
- Jason Arzate MurilloAlso a broker rep
- Lev AsnisAlso a broker rep
- Joseph A. BasultoAlso a broker rep
- Arman BhanguAlso a broker rep
- Kim A. BradfordAlso a broker rep
- Dae Young ChungAlso a broker rep
- Jiyoung I. ChungAlso a broker rep
- Juan Bosco D. ConcepcionAlso a broker rep
- Jeffrey CoplanAlso a broker rep
- Aaron CorrellAlso a broker rep
- Nhan DangAlso a broker rep
- Rowell John G. Dela RosaAlso a broker rep
- Joshua T. DentonAlso a broker rep
- Michael DoAlso a broker rep
- Brandon FrancisAlso a broker rep
- Nathaniel L. GarciaAlso a broker rep
- Samuel A. GoerssAlso a broker rep
- Marcela G. GonzalezCertified Financial Planner · Also a broker rep
- Erik L. HallAlso a broker rep
- Fernanda Graziela M. HardyAlso a broker rep
- Jodiah HerbertAlso a broker rep
- Alan HuynhAlso a broker rep
- Ross IrmerCertified Financial Planner · Also a broker rep
- Lan JinCertified Financial Planner · Also a broker rep
- Tim J. KaoAlso a broker rep
- Mark R. KleinerAlso a broker rep
- Altynay KosherbekAlso a broker rep
- Alka KumarAlso a broker rep
- Gin Yuan LaiAlso a broker rep
- Stanford K. LawAlso a broker rep
- Kathy J. LeeAlso a broker rep
- Meng LiAlso a broker rep
- Morgan MarshallAlso a broker rep
- Daniel P. McGovern IIICertified Financial Planner · Also a broker rep
- Julio MoncadaAlso a broker rep
- Tommy NgoAlso a broker rep
- Anh H. NguyenAlso a broker rep
- Ryan NguyenAlso a broker rep
- Thu-Huong NguyenAlso a broker rep
- Tri C. NguyenAlso a broker rep
- Rana OroumiAlso a broker rep
- Eugene ParkCertified Financial Planner · Also a broker rep
- Farzad RaufiAlso a broker rep
- Timon ShawAlso a broker rep
- Lucas L. ThaiAlso a broker rep
- Rufino M. TiongsonAlso a broker rep
- Sonal TiwariAlso a broker rep
- Jennifer TranAlso a broker rep
- Mikhael TurcanAlso a broker rep
- Michael A. ValenzuelaAlso a broker rep
- Tina WangAlso a broker rep
- Ramon D. WareAlso a broker rep
- Thomas L. WongAlso a broker rep
- Shanshan WuAlso a broker rep
- Richard YoungAlso a broker rep
- Qian ZhaoAlso 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 San Jose
All San Jose advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Wells Fargo Clearing Services, LLC 102Morgan Stanley 78LPL Financial LLC 48Ameriprise Financial Services, LLC 44J.P. Morgan Securities LLC 34LPL Enterprise, LLC 31Transamerica Financial Advisors, LLC 23RBC Capital Markets, LLC 20UBS Financial Services Inc. 20Osaic Wealth, Inc. 18Pfs Investments Inc. 14
Questions
How many financial advisors does Strategic Advisers LLC have in San Jose?
58 investment adviser representatives are registered at Strategic Advisers LLC offices in San Jose, California, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 5 list the CFP designation and 58 are also registered as broker representatives.
Is Strategic Advisers LLC one of the largest advisor employers in San Jose?
Strategic Advisers LLC ranks number 4 in San Jose by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.
How do I check a Strategic Advisers LLC advisor in San Jose?
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.