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Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in San Marcos, CA

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

The short answer

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

Strategic Advisers LLC advisors in San Marcos, 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 San Marcos

All San Marcos advisors →

Edward Jones 9LPL Financial LLC 5Cetera Investment Advisers LLC 3State Farm Investment Management Corp. 3U.S. Bancorp Advisors, LLC 3

Questions

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

3 investment adviser representatives are registered at Strategic Advisers LLC offices in San Marcos, California, according to the SEC's Investment Adviser Public Disclosure records, out of 15,449 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

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

Strategic Advisers LLC ranks number 5 in San Marcos by registered advisors; Edward Jones has the most, with 9.

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

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.