Financial ADVSR advisor directory · SEC adviser records
Strategic Advisers LLC financial advisors in Santa Monica, CA
Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Santa Monica, A to Z.
The short answer
17 registered advisors work at Strategic Advisers LLC in Santa Monica, out of 15,449 at the firm nationwide; it ranks number 5 in the city by advisors. 2 list the CFP designation and 17 are also registered broker representatives.
Strategic Advisers LLC advisors in Santa Monica, A to Z
Every Strategic Advisers LLC advisor →- Don BroumandiAlso a broker rep
- Kathryn ConleyAlso a broker rep
- Jose L. CoreasAlso a broker rep
- Emily DamianoAlso a broker rep
- William J. FlanaganAlso a broker rep
- Ian FrancisAlso a broker rep
- Christian HarsvikAlso a broker rep
- Cynthia HernandezAlso a broker rep
- Steven LashAlso a broker rep
- Marc A. LindnerCertified Financial Planner · Also a broker rep
- Alexander Lyskin IIIAlso a broker rep
- Andrew B. MasonAlso a broker rep
- William PapadopoulosAlso a broker rep
- Matthew PhilmusCertified Financial Planner · Also a broker rep
- Vanessa G. PocockAlso a broker rep
- Hannah L. PourfakhraiAlso a broker rep
- Brent RiteAlso 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
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 Santa Monica
All Santa Monica advisors →Gerber Kawasaki Wealth & Investment Management 37Abacus Wealth Partners 32Merrill Lynch, Pierce, Fenner & Smith Incorporated 30Morgan Stanley 28LPL Financial LLC 8Charles Schwab & Co., Inc. 6J.P. Morgan Securities LLC 6Ocean Park Asset Management, LLC 6Quantum Financial Advisors, LLC 6Dimensional Fund Advisors LP 5Focus Partners Wealth, LLC 5Stratos Wealth Partners, Ltd. 5
Questions
How many financial advisors does Strategic Advisers LLC have in Santa Monica?
17 investment adviser representatives are registered at Strategic Advisers LLC offices in Santa Monica, California, according to the SEC's Investment Adviser Public Disclosure records, out of 15,449 nationwide. 2 list the CFP designation and 17 are also registered as broker representatives.
Is Strategic Advisers LLC one of the largest advisor employers in Santa Monica?
Strategic Advisers LLC ranks number 5 in Santa Monica by registered advisors; Gerber Kawasaki Wealth & Investment Management has the most, with 37.
How do I check a Strategic Advisers LLC advisor in Santa Monica?
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.