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Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in San Mateo, CA

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

The short answer

2 registered advisors work at Strategic Advisers LLC in San Mateo, out of 15,454 at the firm nationwide; it ranks number 19 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

Strategic Advisers LLC advisors in San Mateo, 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 San Mateo

All San Mateo advisors →

Fisher Investments 48Merrill Lynch, Pierce, Fenner & Smith Incorporated 37Emerson Equity LLC 30Morgan Stanley 30LPL Financial LLC 27UBS Financial Services Inc. 20Charles Schwab & Co., Inc. 18Newfront Retirement Services, Inc. 15J.P. Morgan Securities LLC 10Eagle Strategies LLC 8Vantage Wealth Management, LLC 7Wells Fargo Clearing Services, LLC 7

Questions

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

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

Strategic Advisers LLC ranks number 19 in San Mateo by registered advisors; Fisher Investments has the most, with 48.

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

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.