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Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Santa Clara, CA

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

The short answer

3 registered advisors work at Strategic Advisers LLC in Santa Clara, out of 15,454 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Strategic Advisers LLC advisors in Santa Clara, 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 Clara

All Santa Clara advisors →

J.P. Morgan Securities LLC 21Ameriprise Financial Services, LLC 9Transamerica Financial Advisors, LLC 6Wells Fargo Clearing Services, LLC 5Edelman Financial Engines 4Altura Wealth Advisors Inc. 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3

Questions

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

3 investment adviser representatives are registered at Strategic Advisers LLC offices in Santa Clara, California, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 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 Santa Clara?

Strategic Advisers LLC ranks number 8 in Santa Clara by registered advisors; J.P. Morgan Securities LLC has the most, with 21.

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

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.