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Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Sherman Oaks, CA

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

The short answer

3 registered advisors work at Strategic Advisers LLC in Sherman Oaks, out of 15,454 at the firm nationwide; it ranks number 10 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

Strategic Advisers LLC advisors in Sherman Oaks, 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 Sherman Oaks

All Sherman Oaks advisors →

LPL Enterprise, LLC 29Morgan Stanley 26LPL Financial LLC 17Hilltop Securities Inc. 14Highline Wealth Partners 13UBS Financial Services Inc. 12J.P. Morgan Securities LLC 6Bankers Life Advisory Services, Inc. 3Edward Jones 3Tiaa-Cref Individual & Institutional Services, LLC 3

Questions

How many financial advisors does Strategic Advisers LLC have in Sherman Oaks?

3 investment adviser representatives are registered at Strategic Advisers LLC offices in Sherman Oaks, California, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Is Strategic Advisers LLC one of the largest advisor employers in Sherman Oaks?

Strategic Advisers LLC ranks number 10 in Sherman Oaks by registered advisors; LPL Enterprise, LLC has the most, with 29.

How do I check a Strategic Advisers LLC advisor in Sherman Oaks?

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.