Financial ADVSR advisor directory · SEC adviser records
Strategic Advisers LLC financial advisors in Wilton, CT
Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Wilton, A to Z.
The short answer
5 registered advisors work at Strategic Advisers LLC in Wilton, out of 15,454 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.
Strategic Advisers LLC advisors in Wilton, A to Z
Every Strategic Advisers LLC advisor →- Christopher M. CapalboAlso a broker rep
- Sammy CarrasquilloAlso a broker rep
- Babak FarajiAlso a broker rep
- Edward FennesseyCertified Financial Planner · Also a broker rep
- Ronaldo S. MedallaAlso 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
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 Wilton
All Wilton advisors →Trivium Point Advisory, LLC 10Round Rock Advisors LLC 7Ameriprise Financial Services, LLC 4Raymond James Financial Services Advisors, Inc. 4Stonebridge Advisors LLC 4Agilis Investment Management LLC 3Osaic Wealth, Inc. 3
Questions
How many financial advisors does Strategic Advisers LLC have in Wilton?
5 investment adviser representatives are registered at Strategic Advisers LLC offices in Wilton, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.
Is Strategic Advisers LLC one of the largest advisor employers in Wilton?
Strategic Advisers LLC ranks number 3 in Wilton by registered advisors; Trivium Point Advisory, LLC has the most, with 10.
How do I check a Strategic Advisers LLC advisor in Wilton?
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.