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Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Santa Barbara, CA

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

The short answer

12 registered advisors work at Strategic Advisers LLC in Santa Barbara, out of 15,454 at the firm nationwide; it ranks number 7 in the city by advisors. 1 list the CFP designation and 12 are also registered broker representatives.

Strategic Advisers LLC advisors in Santa Barbara, 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 Santa Barbara

All Santa Barbara advisors →

Mission Wealth Management, LP 46Wells Fargo Clearing Services, LLC 41Morgan Stanley 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Centaurus Financial, Inc. 12LPL Financial LLC 12UBS Financial Services Inc. 12Cerity Partners LLC 11Avalan, LLC 10Painted Porch Advisors LLC 10Channel Wealth, LLC 9Charles Schwab & Co., Inc. 9

Questions

How many financial advisors does Strategic Advisers LLC have in Santa Barbara?

12 investment adviser representatives are registered at Strategic Advisers LLC offices in Santa Barbara, California, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 1 list the CFP designation and 12 are also registered as broker representatives.

Is Strategic Advisers LLC one of the largest advisor employers in Santa Barbara?

Strategic Advisers LLC ranks number 7 in Santa Barbara by registered advisors; Mission Wealth Management, LP has the most, with 46.

How do I check a Strategic Advisers LLC advisor in Santa Barbara?

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.