Financial ADVSR advisor directory · SEC adviser records
Strategic Advisers LLC financial advisors in Thousand Oaks, CA
Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Thousand Oaks, A to Z.
The short answer
17 registered advisors work at Strategic Advisers LLC in Thousand Oaks, out of 15,449 at the firm nationwide; it ranks number 1 in the city by advisors. 2 list the CFP designation and 17 are also registered broker representatives.
Strategic Advisers LLC advisors in Thousand Oaks, A to Z
Every Strategic Advisers LLC advisor →- Brad T. BaumannCertified Financial Planner · Also a broker rep
- Kevin CvitanovAlso a broker rep
- Ryan De SilvaCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Erika Anne E. DizonAlso a broker rep
- Patty FranklinAlso a broker rep
- Ena GillinAlso a broker rep
- Diego D. IbarraAlso a broker rep
- Michael R. JohnsonAlso a broker rep
- Chinh S. LaiAlso a broker rep
- Garreth LautzAlso a broker rep
- Saira A. Martinez GonzalezAlso a broker rep
- Trevor O'ShaughnessyAlso a broker rep
- David B. SprafkaAlso a broker rep
- Devin StevensonAlso a broker rep
- Alexander TateAlso a broker rep
- Suren TonoyanAlso a broker rep
- Owen WildermuthAlso 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 Thousand Oaks
All Thousand Oaks advisors →Transamerica Financial Advisors, LLC 12LPL Financial LLC 9Charles Schwab & Co., Inc. 8Thrivent Investment Management Inc. 6Ameriprise Financial Services, LLC 5Hillcrest Financial Group 5Osaic Wealth, Inc. 5Ibn Asset Management, LLC 4Edward Jones 3Forum Financial Management, LP 3Hofer & Associates Wealth Management 3Pacific Financial Strategies, Inc. 3
Questions
How many financial advisors does Strategic Advisers LLC have in Thousand Oaks?
17 investment adviser representatives are registered at Strategic Advisers LLC offices in Thousand Oaks, 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 Thousand Oaks?
Strategic Advisers LLC ranks number 1 in Thousand Oaks by registered advisors, ahead of Transamerica Financial Advisors, LLC (12).
How do I check a Strategic Advisers LLC advisor in Thousand 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.