Financial ADVSR advisor directory · SEC adviser records
Strategic Advisers LLC financial advisors in New York
Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in New York, by city and A to Z.
The short answer
558 registered advisors work at Strategic Advisers LLC in New York, out of 15,449 nationwide; it's the firm's number 10 state by advisors, and the most are in New York (140). 92 list the CFP designation and 556 are also registered broker representatives.
Strategic Advisers LLC advisors by city in New York
Every firm in New York →New York 140Rochester 30Plainview 23Lake Grove 20New York City 20Scarsdale 20Garden City 19Roslyn 19Brooklyn 18Albany 17Chappaqua 13Staten Island 8Bronx 6Nanuet 6Huntington 4Merrick 4Northport 4Rockville Centre 4Smithtown 4White Plains 4Ardsley 3Astoria 3Commack 3Harrison 3Hauppauge 3Mahopac 3Sayville 3Yonkers 3Bayside 2Bedford 2East Northport 2Eastchester 2Fairport 2Franklin Square 2Glen Cove 2Greenlawn 2Hawthorne 2Lancaster 2Massapequa 2Massapequa Park 2Middletown 2Nesconset 2North Bellmore 2Oakland Gardens 2Oceanside 2Pittsford 2Poughkeepsie 2Roslyn Heights 2Rye 2Webster 2Woodside 2Yorktown Heights 2Amherst 1Baldwin 1Ballston Lake 1Ballston Spa 1Bay Shore 1Beacon 1Belle Harbor 1Blue Point 1Breezy Point 1Bridgehampton 1Carle Place 1Centerport 1Clifton Park 1Cohoes 1Cold Spring 1Congers 1Croton Falls, Ny 10519-7012 1Deer Park 1Dix Hills 1East Islip 1East Nassau 1East Norwich 1Elmsford 1Farmingdale 1Flushing 1Forest Hills 1Fort Drum 1Geneva 1Glen Head 1Great Neck 1Greenwood Lake 1Halfmoon 1Haverstraw 1Hempstead 1Henrietta 1Honeoye Falls 1Irondequoit 1Irvington 1Jericho 1Katonah 1Keuka Park 1Kings Park 1Lake George 1Lake Ronkonkoma 1Laurelton 1Levittown 1Lido Beach 1Lockport 1Long Beach 1Long Island City 1Manorville 1Middle Village 1Miller Place 1Monroe 1New City 1New Rochelle 1
Strategic Advisers LLC advisors in New York, A to Z (first 500 of 558)
Search by name →- Andrew AbbattistaWhite Plains
- Hosien AbdelrahmanGarden City
- Mahmoud AbdelrahmanOakland Gardens · Certified Financial Planner
- Salisha AbrahamNew York
- Rodobaldo AcostaLake Grove
- Nicole AdamLocust Valley
- Istiak A. AdilWoodside
- Muhammad F. AhmedAstoria
- Tanmeeka AhujaNew York
- James M. Alario Jr.Staten Island
- John A. AlatzasNew York City
- Karolina AlbertsonBridgehampton
- Corey B. AlbrightNanuet
- Michael AldemeyerNew York · Certified Financial Planner
- Claire K. AlexanderNew York
- Marsha M. AlexisHempstead
- Landon AlpaughNew York
- Andrew P. AltieriAlbany
- Abigail V. AlvordHenrietta
- Nicholas G. Amendolara IIISmithtown
- Raquel AnagnostopoulosSmithtown
- Joseph AndracchiValley Stream
- Eric M. AndressNew York
- Daniel AnicitoPlainview
- Anthony J. AntinoriNanuet
- Alexander P. AntonucciNew York
- Amanda ArcherRochester
- Nishchay AroraGarden City
- Levi AshleyAlbany · Certified Financial Planner
- Jake AustroStillwater · Certified Financial Planner
- Deborah E. AylingPleasantville
- Ariel BaezMassapequa Park · Certified Financial Planner
- Mackenzie BakerNew York
- William BarbacciaPlainview
- Nicholas J. BarbatoRochester
- Waylan BarberHenrietta
- Joseph P. BarbuscaMassapequa Park
- Steven D. BarkerNew York
- Christopher J. BarnesCommack · Certified Financial Planner
- Kenny F. BatresUniondale
- Rosepreet S. BatthLevittown
- Frank BaucoPort Chester
- Timothy BayCanandaigua
- Melisa M. Beauchesne-EllisRochester · Certified Financial Planner
- Jack BeckerNew York
- Daniel BegleyLake Grove
- Benjamin BeiserNew York
- William R. BellowRoslyn · Certified Financial Planner
- Ronny BendavidPlainview · Certified Financial Planner
- John A. BenderIrondequoit
- David P. BenedictEast Northport
- Joseph BennettNew York
- Basil BennyCongers · Certified Financial Planner
- Michael BergumLancaster · Certified Financial Planner
- Matthew BernotNew York · Certified Financial Planner
- Celeste BevilacquaPawling
- Mary H. BigelowWaterford
- Jake BilleloPlainview
- McKenzie L. BishopGoshen
- Daniel K. BolbirerAstoria
- Nicolas BongiornoNew York City
- Bradley C. BorrielloNew York
- Matthew BrackenGarden City
- Caroline M. BravoNewburgh
- Thomas BreaultNew York · Certified Financial Planner
- Ryan BrennanScarsdale
- Sofia Brewington-WilliamsNew York
- William A. BrodeurNew York
- Matthew BrownBabylon · Certified Financial Planner
- Olivia J. BrownellAlbany
- Katherine L. BruzzeseNew York
- Seth M. BryantScarsdale
- Thomas BuckleyNew York
- Steven BuffardiPlainview
- Leonard J. BullaroLido Beach
- Kurt J. BurgerRockville Centre
- Geoffrey P. BurnsNew York
- Thomas BurnsScarsdale
- Lily B. ByrnesNew York
- Alexander N. CachesStaten Island
- Adam CafarellaLake Grove
- Jacquelyn CalandrielloStaten Island · Certified Financial Planner
- Alexi CaligiuriNesconset
- Gianfranco CalioLake Ronkonkoma
- Salvatore A. CalioNorthport · Certified Financial Planner
- Timothy CallaghanGarden City
- Michael CampbellNew York
- Donald A. CanadePlainview · Certified Financial Planner
- James CareyGreat Neck
- Michael D. CarilloAlbany
- Brent R. CarmelloRochester
- Mark P. CasaWhite Plains
- Mac A. CasaleAlbany · Certified Financial Planner
- Christopher J. CasanoWesthampton Beach
- Valerie CassickAlbany · Certified Financial Planner
- Erich H. CassidyNew York · Certified Financial Planner
- Michael J. CassidyCommack · Certified Financial Planner
- Gabriella CatsicasFranklin Square
- Ryan T. CaufieldRochester
- Anthony J. CefaloniHarrison
- Briana CefaloniNew York
- Annabella CenaNew York
- Vincent CentoScarsdale
- Diego A. ChalcoChappaqua
- Charles ChanNew York
- Andrew J. ChaseHuntington
- Adam E. CheraNew York
- Nicholas CherchioRochester
- Chi K. CheungNew Hyde Park
- Alec ChevreuxChappaqua
- Dan ChevreuxScarsdale
- Christopher ChiuBayside
- Christopher M. CierskiPlainview · Certified Financial Planner
- Lucia CiraoloLocust Valley · Certified Financial Planner
- Nathan O. ClendeninNew York
- Kierra CokeMount Vernon
- Serena ColePort Jefferson
- Chris CollinsWebster
- Krista CollinsWest Harrison · Certified Financial Planner
- Sheik CollinsBrooklyn
- Eddaliz Colon SantiagoRochester
- Dean ColvinNew York
- Julius H. CombesNew York · Certified Financial Planner
- Diana ConleyNew York · Certified Financial Planner
- Stephen R. ConnNew York
- Sean W. ConnellyNew York · Certified Financial Planner
- Katherine A. ConnollyNew York
- William J. ConnollyWantagh
- John T. ConroyBreezy Point
- Lauren ConwayHuntington
- Matthew G. CooneyNew York
- Gregory J. CorcoranYaphank
- Luis CordovaWoodside
- Leah CoyleRochester
- Abigail S. CrearyRochester
- Erik P. CrepeauNew York
- Donald A. CrossHauppauge
- Aoife CurranAstoria
- Nathan CusackNew York City
- Joseph CutiNew York
- Nicholas Cutler Jr.New York
- Aram DadourianGarden City
- Robert DahlMassapequa
- Nichole DalenaLake Grove
- Hughroy DaleyHempstead
- Antonio DallarisNorth Bellmore · Certified Financial Planner
- Kyle T. DalrympleMahopac
- Joseph DangiolilloNew York
- Michael DattiloRochester
- Tyler DaublePlainview
- Harrison DavilaNorth Bellmore
- Robert W. DaziNew York
- William H. Dean IIIGeneva
- Augustin DelgadoScarsdale
- Joshua Della PucaNew York
- Christopher DemaniaAlbany · Certified Financial Planner
- Suzanne DemeoMassapequa Park
- Maxwell DepaloNew York
- Mario F. DepasqualeGarden City
- Jean Desjardins-RaposaHauppauge · Certified Financial Planner
- Bridget T. DevernaChappaqua
- Chiara C. Di PalmaNew York
- Nicholas Di PalmaNew York
- Christopher A. DimarcoBronx · Certified Financial Planner
- Brianna DohenyScarsdale
- Patrick DohertyCornwall
- Morgan DoradoCommack
- Eric J. DorfmanWest Harrison
- Charles A. Douille Jr.New York
- Gregory L. DoyleGarden City
- Caden DragelinWest Islip
- Austin P. DrescherFranklin Square
- Gavin J. DuffyNew York
- Michael J. DumontNew York
- Mark DunkleyBronx
- James T. DunnHopewell Junction · Certified Financial Planner
- John P. DunnBedford
- Janny EidNew York
- Joseph EliaRochester
- Helen T. ElmigerNew York
- Alexander C. EmdeNew York
- Trey EndrisNew York
- Sharla EnglerthRochester · Certified Financial Planner
- Adrian EnnisNew York
- James A. EvansNew York
- Wesley EvansRochester
- Cara EverySmithtown
- Robert M. EvjenNew York
- James Fairfield-SonnNew York · Certified Financial Planner
- Frederick FaustiniSomers
- Alec FedericoNew York
- Gavin FeePlainview · Certified Financial Planner
- Matthew FerrugiariGarden City
- Nicholas F. FerryNew York
- Scott A. FicaloraNorthport · Certified Financial Planner
- Neil B. FinsNew York
- Susan FlanaganYorktown Heights
- Henry FloodNew York
- Carlos FloresMiddletown
- Kevin J. FoleyNew York
- Joseph ForrlerNew York · Certified Financial Planner
- Christopher FosterSouth Salem · Certified Financial Planner
- Courtney E. FosterBaldwin
- Jordan FosterOakland Gardens
- Marco B. FranzellaRockville Centre
- Valerie Freiberg-AdjemovNew York
- Emily J. FreundRochester
- Andrew R. FreyBrooklyn
- Joseph FrisellaStaten Island
- Kevin M. FrisoliNew York · Certified Financial Planner
- Alyssa M. FuertesNew York · Certified Financial Planner
- Mark R. FulgioneNew York
- Meglena GadelevaEastchester · Certified Financial Planner
- Christopher A. GaetanoCold Spring
- Amy M. GaffneyNew York · Certified Financial Planner
- Michael GalardiLake Grove
- Angelo G. GalloStaten Island
- Kellen C. GambeskiFairport
- Ryan M. GardnerNew York · Certified Financial Planner
- Matthew GarryRye Brook
- Christopher GattoRoslyn · Certified Financial Planner
- Zoanne GebhardRochester
- Benjamin D. GebhardtBrooklyn
- James L. GellmanMiddletown
- Robert P. GilchristPlainview
- Grant S. GillanNew York City
- Jalen L. GlennNew York
- Tyler GleysteenNew York
- Maxwell GoldfarbNew York
- Christopher J. GonzalezBronxville · Chartered Financial Analyst
- Desmond GonzalezGarden City
- Andrew GoodmanMassapequa Park · Certified Financial Planner, Chartered Financial Consultant
- Elijah GoodmanBallston Spa
- Andrew GraysonHaverstraw
- Matthew J. GriecoNew York
- Gregg GruossoRoslyn
- Bessy Y. GuevaraHauppauge
- Jacob S. GuevaraEast Nassau
- Isaac GuilliamsNew York
- Dennis GurLake Grove
- Eden G. GuzmanNanuet
- Joseph HajjarNew York City · Certified Financial Planner
- Julianna HalaszRye
- Lindsay K. HamillAmherst
- Mohamad A. HanifQueens Village
- Sierra HarrisonKeuka Park
- Alexander T. HartMastic Beach
- Jake HasenbalgWest Nyack
- Madeline HassonNew York · Certified Financial Planner
- Evan W. HayesNew York
- John J. HayesChappaqua · Certified Financial Planner
- Liam HayesNew York City
- Kenzie HechtelBrooklyn
- Nicholas HeckmanNew York
- Hope HennessyNew York
- William P. HermanekHauppauge
- Osmar HernandezScarsdale
- Sam HerteNew York
- Norman HoNew York City
- Philip HofmeisterRochester
- Eric HoldenNew York
- Mark N. HollendykeNew York
- Diane HonoskiSmithtown
- Alex C. HorleyNew York · Certified Financial Planner
- Rebecca HorowitzRockville Centre
- Bryan S. HwangNew York · Certified Financial Planner
- Umberto IannoneNew York
- Joseph M. IannuzziLake Grove
- Dylan IsaacsNew York
- Stephen J'AppiahBronx
- Alexander JankowskiElmsford
- Christian JepsonRoslyn
- Amar N. JhaveriGlen Head · Chartered Financial Analyst
- Joseph JohansenSpencerport
- Taylor E. JordanBuffalo
- Amritpalsingh KalraYorktown Heights
- William H. KalwasVictor
- Laura E. KaneDelmar
- Harry KaplanRochester
- Neville KapoorScarsdale
- Brendon KeadyChappaqua
- Nicholas KelapireGarden City
- Sean KennedyRoslyn
- Mark D. KhorramKatonah
- Zack T. KinsellaNew York
- Matthew KleinNew York · Certified Financial Planner
- Megan L. KnowlesNew York
- Nicholas KouletasNanuet
- Avery E. KrasnowNew York
- Michael B. KrygerGarden City · Certified Financial Planner
- Harkaran S. KumarPlainview
- Brandon J. KustekLake Grove · Certified Financial Planner
- Ashley LabelleAlbany
- James A. LacourAlbany
- Brian C. LanzeSound Beach
- James A. LareddolaGarden City
- Patrick LarkinRochester
- Timothy LauchNew York · Certified Financial Planner
- Julianna G. LauricellaRochester · Certified Financial Planner
- Jesse LeachBrooklyn
- Ryan C. LedwithRockville Centre
- Joseph LefebvrePort Jefferson · Certified Financial Planner
- Blair K. LeikerRochester
- Nicholas J. LenioHauppauge
- Leonard P. LeoMerrick
- Valentino LeonAlbany
- Michael V. LewisPoughkeepsie
- Brett LibermanNew York · Certified Financial Planner
- Robert C. Liga JrRoslyn
- Andrew Liles JrNew York
- Sabrina LinPlainview
- Jessica LipinskiNew York · Certified Financial Planner
- Maria LipinskiEast Islip
- Sean M. LittleRoslyn
- Jason K. LobatoNew York City
- Giuseppe G. LobelloMahopac
- Antonia LocascioLocust Valley
- Francesca LoefflerNew York
- Michael LombardoHuntington
- Nicole M. LopezChappaqua
- Joseph LovecchioYonkers
- Adam LowNew York
- Ralph J. LucarelliBrooklyn
- Alexander C. LuzaitisNew York City
- Bryanna LydellAlbany
- Matthew S. LynchNew York
- James K. MaBayside
- Mary Catherine MacalusoNorthport
- Natasha MaderaBronx
- Jane MadhavanNew York
- Dylan MaggioBrooklyn
- Alain E. MahaseSouth Ozone Park
- Steven D. MakoStaten Island
- Stephen R. Malick Jr.Astoria · Certified Financial Planner
- Ethan L. MalinowNew York
- Shane MandesNew York · Certified Financial Planner
- Caleb ManuelNew York
- Frank MargiottaNew York
- Pierce MariquitNew York
- Jake MartiNorth Bellmore
- William MartinNew York City
- Christopher MartinoNanuet
- Stephen R. MastinoPlainview
- Linoy MathewNew York City
- Ronald MatontiKings Park · Certified Financial Planner
- Courtney P. MayesNew York
- Nicole MazzeiHawthorne
- Tristan A. McCarthyAlbany
- Shamus P. McCulloughAlbany · Certified Financial Planner
- Timothy McDermottHawthorne
- Noah S. McDonaldRochester
- Charles McFarlandNew York
- Dennis P. McGinleyNew York
- Thomas J. McGuirePlainview
- Hillary McLeanYonkers · Certified Financial Planner
- John McMillenNew York
- Casey J. McPartlonAlbany
- Matthew W. McWaltersNorth New Hyde Park
- Yvan MedardNew York City
- Ellen MellynScarsdale
- Nicole V. MenzieWhite Plains
- Keith MeyerNew York
- Saleh MezrahiMerrick · Certified Financial Planner
- George A. Milani Jr.New York
- Francesca MillsAlbany
- Lisa N. MillsteinEast Northport
- Alex MillwaterLake Grove
- Stone MitchellLong Beach
- Elayna I. MitrakosNew York
- Meghan V. ModafferiLynbrook · Certified Financial Planner
- Michael MogaveroJericho · Chartered Financial Analyst
- Zubair MohammedYonkers
- David A. MonacoNew York
- Edward T. MonacoNew York · Certified Financial Planner
- Kyle MonacoNew York
- Scott M. MooreCohoes
- Jackson D. MorganPort Washington
- Tina MorganManorville
- Michael P. MorganteRochester
- William D. MorrisFarmington
- Clarence Kyle D. MoscayaNew York
- Omar MoustafaNew York
- Jaclyn M. MoyerEast Amherst · Certified Financial Planner
- Jared MullinNew York · Certified Financial Planner
- Andrew MurphyWantagh
- Jennifer MurphyScarsdale
- John MurphyWestbury
- Michael B. MurphyNew York
- Anthony MuschitielloRoslyn
- Balaji NelluriNew York
- Andrew NessRochester
- Maximilian T. NettesheimBrooklyn
- Abigail G. NewellNew York
- Ashley NicholsLockport
- Julia NicolosiPlainview
- Alexandar NikolicScarsdale
- Rachel L. NolanRochester
- Joseph R. NosworthyWest Islip
- Nicholas J. NovellinoLake Grove
- Keagan O'ConnorGlenville
- Christopher S. O'DellPittsford · Certified Financial Planner
- Elizabeth O'LearyNew York
- Aidan O'SheaNew York · Certified Financial Planner
- Alex D. OlteanuPlainview
- Ever Onofre GonzalezWhite Plains
- Emma M. OstromNew York
- Patrick R. PannellOrchard Park
- Michael V. PaolucciNew York
- Hernando ParedesChappaqua
- Giacomo ParenteBrooklyn · Certified Financial Planner
- David S. ParkNew York
- Louis W. PasqualeRoslyn · Certified Financial Planner
- Michele PasqualinaOyster Bay
- David PassanisiNew York
- Charles R. PattonBedford
- Kevin PaulsenEast Williston · Certified Financial Planner
- Raquel Pazmino-CoffPlainview
- Matthew C. PerreaultMiddletown
- Tyler PetersenNew York
- Michael PezzaHauppauge
- Judin Pierre LouisRiverdale
- Kevin PitkinNew York
- Jane PlessNew York City
- Daiana PloscaruNesconset
- Samuel V. PlotskySmithtown
- Kevin L. PodellPlainview · Certified Financial Planner
- Stephen PolingNew York City
- Rashidah PoliusBrooklyn
- Kenneth P. PollardNew York
- Kathleen PotterWarwick
- Jessica M. PranceHoneoye Falls
- Ronald J. PriceEastchester
- Ryan J. PrineWebster
- Anthony J. PucaHuntington
- Steven PurdyNew York
- Christopher L. QuigleyScarsdale
- Thomas M. QuinsonNew York
- Daniella QuinteroNew York
- Thomas J. RaleighGarden City
- Philip A. RazzaPatchogue · Certified Financial Planner
- Lisa ReddoPlainview
- Tyler ReschkeElmsford
- Michael F. ReynoldsAstoria
- Adam RibackGreenwood Lake
- Jennifer E. RiekEast Northport
- Justin V. RiveraGarden City
- Kyle RobbinsSeaford
- Seddrick RobinsonYonkers
- Christopher RoblesNew York
- Sandy-Ann D. RobsRochester
- Patrick RodriguezBrooklyn
- Michael T. RoehrigRoslyn
- Giovanni RomeroBronx
- Brendan G. RorkeMassapequa
- Jonathan S. RosenNew Rochelle
- Niko A. RufoNew York
- Jessica RunkelNew City · Certified Financial Planner
- Troy RunkelNew City
- Cameron RussPlainview
- Regina S. SaioLake Grove
- Andrew SamoriNanuet
- Dianna SanchezLake Grove
- Nicole SapienzaWantagh
- Benjamin SassoMiddletown
- Vladislav SavenkovQueens
- Maura SayersBrewster
- Alexandra SbordoneNew York
- Heidi ScaliScarsdale
- Aidan C. ScattaregiaBrooklyn
- Michael P. SchneiderEast Norwich
- Michael SchnitzerFarmingdale
- Paul SchulmanNew York · Certified Financial Planner
- Adam SchwartzNew York · Certified Financial Planner
- Noah A. SchwartzRoslyn Heights · Certified Financial Planner
- Nicholas J. ScozzariHauppauge
- Maxine SeifBrooklyn
- Jeffrey A. SeitzRoslyn · Certified Financial Planner
- Michael J. ShanahanDeer Park
- Michael A. SharkanskyNew York · Certified Financial Planner
- Sanchit SharmaRego Park
- Dennis W. SheehanNew York
- Darnel ShillingfordScarsdale
- Christopher M. ShinglerNew York · Certified Financial Planner
- Vincent A. SmithLake Grove
- Benjamin I. SokolArdsley · Certified Financial Planner, Chartered Financial Consultant
- Leslie M. SolmonsonNew York
- Anthony SolomitaLake Grove · Certified Financial Planner
- Sam SoubraBronx
- Dylan J. SpragueAlbany
- William B. Stark IIILancaster
- Brian J. SteckPort Jefferson Stati
- Jessica A. StephanWest Islip · Certified Financial Planner
- Larry B. Stevens IIIBrooklyn
- Anthony J. StramielloGoshen
- Caleb M. StropeWhite Plains
- Stephen StrosserNew York · Certified Financial Planner
- Natalia StyburskiNew York City
- Matthew J. SubbiondoNew York
- Victoria L. SuknundunRichmond Hill
- Ailish SullivanNew York
Strategic Advisers LLC advisors in every state →Strategic Advisers LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Strategic Advisers LLC in other states
Texas 1,808Florida 1,463California 1,409Utah 1,137Colorado 988New Hampshire 894Kentucky 884Massachusetts 773North Carolina 658Ohio 519New Jersey 484Illinois 413Rhode Island 313Arizona 294Pennsylvania 282Virginia 281Michigan 269Washington 268Connecticut 209Georgia 202Minnesota 153Maryland 141Missouri 139Tennessee 139Indiana 108Oregon 99Nevada 98Wisconsin 95South Carolina 86Kansas 54Oklahoma 38Maine 35District of Columbia 31New Mexico 31Delaware 25Idaho 25Alabama 24Arkansas 14West Virginia 4Iowa 3Louisiana 3
Questions
How many Strategic Advisers LLC financial advisors are in New York?
558 investment adviser representatives are registered at Strategic Advisers LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 15,449 at the firm nationwide. 92 list the CFP designation and 556 are also registered as broker representatives.
Where in New York does Strategic Advisers LLC have the most advisors?
New York, with 140, then Rochester (30). Strategic Advisers LLC has advisors in 108 cities in New York.
How do I check a Strategic Advisers LLC advisor in New York?
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.