Financial ADVSR advisor directory · SEC adviser records
Strategic Advisers LLC financial advisors in North Carolina
Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in North Carolina, by city and A to Z.
The short answer
654 registered advisors work at Strategic Advisers LLC in North Carolina, out of 15,449 nationwide; it's the firm's number 9 state by advisors, and the most are in Durham (235). 59 list the CFP designation and 645 are also registered broker representatives.
Strategic Advisers LLC advisors by city in North Carolina
Every firm in North Carolina →Durham 235Raleigh 86Charlotte 82Cary 40Huntersville 25Greensboro 16Apex 12Wake Forest 12Wendell 12Holly Springs 10Chapel Hill 9Morrisville 9Winston-Salem 9Waxhaw 7Kernersville 6Clayton 5Concord 5Mebane 4High Point 3Hillsborough 3Willow Spring 3Burlington 2Clemmons 2Cornelius 2Creedmoor 2Fuquay Varina 2Fuquay-Varina 2Gastonia 2Harrisburg 2Hickory 2Indian Trail 2Matthews 2Mooresville 2Oak Ridge 2Pittsboro 2Sanford 2Winston Salem 2Zebulon 2Aberdeen 1Advance 1Angier 1Asheville 1Belmont 1Bessemer City 1Butner 1Cameron 1Carrboro 1Currituck 1Denver 1Fayetteville 1Franklinton 1Graham 1Greenville 1Hampstead 1Hudson 1Kannapolis 1King 1Kittrell 1Lenoir 1New Hill 1
Strategic Advisers LLC advisors in North Carolina, A to Z (first 500 of 654)
Search by name →- Stephen S. AbercrombieConcord
- Obyda AbushaibWendell
- Torrell AcklesWhitsett
- Kwabena AdaborRaleigh
- Jeffrey T. AdamsApex
- Samater I. AhmedDurham
- Suneed R. AhmedRaleigh
- John AkeroydWaxhaw
- Leith AliDurham · Certified Financial Planner
- Johnathan W. AlkireCharlotte
- Richard AllWaxhaw
- Faisal AlmubaslatCary
- Muhmad M. AlzpairCary
- Tatum S. AmatoRaleigh
- William J. AndrewsMooresville
- Timothy J. AnzulewiczGreensboro
- Robert M. AppletonHolly Springs
- David ArringtonMebane
- Isaac ArtingerApex
- Ryan AshCharlotte
- Daniel AsheRaleigh
- Chaudhry Adeem AsimRaleigh
- Christina AstiRaleigh
- Adam A. BaileyCary
- Charles D. BaileyCharlotte
- Chasty L. BaileyLenoir
- Geremiah R. BairDurham
- Mitchell J. BakerDurham
- Stacy T. BaldreeCharlotte
- Steven BalernaCharlotte
- Jordan K. BalmforthWinston-Salem
- Ricardo Barbosa BallesterWake Forest
- Liliana BarelaRaleigh
- Noah B. BaughnDurham
- Garrick BeckerHuntersville
- Jeffrey A. BednarekCary
- Joshua BeeseRaleigh
- Brandi BeghtelMebane
- Brandi BehlkeHuntersville · Certified Financial Planner
- Jonathan M. BellRaleigh
- Mark R. BenenatiMebane
- Justin BerillaGreensboro
- Terrell BerryRaleigh
- Jaden J. BeulahDurham
- Sara C. BevilacquaCharlotte
- Paul M. BirkenstockDurham
- Maxim Y. BirukIndian Trail
- Jorey BlakeCharlotte
- Cole C. BlankenshipHuntersville · Certified Financial Planner
- Megan BlumDurham · Certified Financial Planner
- Jack S. Bolen Jr.Durham
- Gholi O. BonakdarRaleigh
- Cody BooneDurham
- Brian BosmanWendell
- Lucas J. BourneApex
- Harry Bovee IVCharlotte
- Reed BowlingWaxhaw
- William J. BowserClayton
- Gary W. Bradford IIBurlington
- Noah R. BrassDurham · Certified Financial Planner
- Curtis B. BrazileDurham
- Hampton BrileyRaleigh
- Madison P. BrittCharlotte
- Latrice BrockmanDurham
- Elliot BrodfuehrerWillow Spring
- Barrett J. BrooksHuntersville · Certified Financial Planner
- Bryce BrooksWinston-Salem
- Jonathan M. BrooksCharlotte
- Samuel E. BrothertonDurham
- Heather A. BrountasCharlotte · Certified Financial Planner
- Caleb BrownDurham
- Daniel L. BrownConcord
- Elizabeth K. BrownMatthews
- Andrew N. BuerglerCharlotte · Certified Financial Planner
- Stephan BukerHuntersville · Certified Financial Planner
- Joseph BurnetteRaleigh
- Alexander ButlerDurham
- Collin P. ButlerRaleigh
- Anna G. CallRaleigh
- James D. CampbellDurham
- Anna E. CantwellDurham
- Abdias CarmonaDurham
- Scott CarnesDurham
- Ryan K. CarpenterWillow Spring
- William B. CarpenterCary
- Eric T. CarterDurham
- Tyler D. CarterFuquay-Varina
- Madison CasaleRaleigh
- James CastlemanDurham
- Linda P. ChabinskyRaleigh · Certified Financial Planner
- Katie ChambersClayton
- Sean M. ChapmanMorrisville
- Ashesh ChatterjeeApex
- Zachary ChitwoodCharlotte
- Clementine CignaDurham
- Henry ClarkDurham
- Paul ClarkDurham
- Wells P. ClarkRaleigh
- Harrison G. ClementRaleigh
- Douglas W. ClementsCharlotte
- James CobbRaleigh
- Jacob CoffeeWendell
- Alan CollinsApex
- Christopher CollinsKernersville · Certified Financial Planner
- Jay P. CollinsBessemer City
- Matthew ColwellDurham
- Michael A. CompitelloRaleigh
- Barry L. ConoverSanford
- Lauren V. ConvertiniMorrisville
- Keegan T. CoolbaughDurham
- Andres CordobaCharlotte
- Michael CornwellDurham
- Kayley A. CoyleWinston-Salem
- Meghann C. CoyleCharlotte · Certified Financial Planner, Chartered Financial Consultant
- Geoffrey CoyneCharlotte
- Elizabeth E. CraftRaleigh · Certified Financial Planner
- William CraneHuntersville
- Daniel S. CraverHigh Point · Certified Financial Planner
- Robert B. CreedleHillsborough · Certified Financial Planner
- Chrisander CrisostomoCary
- Alexander L. CrossChapel Hill
- Parker CroswellRaleigh
- Lashawnda R. CrouchRaleigh
- Scotty CrouthamelRaleigh
- Joshua CummingsFuquay Varina
- William CunninghamRaleigh
- Jennifer CurtisRaleigh · Certified Financial Planner
- Gavin H. DabkowskiRaleigh
- Barry L. DavisDurham
- Drew C. DavisClayton
- Elliott H. DavisDurham
- Justin P. DavisFuquay-Varina
- Mitchel DayleyWinston-Salem
- Carson DeanDurham
- Kenneth DebuttsDurham
- Nicholas DejohnAsheville
- Matthew DesocioDurham
- Ryan A. DexheimerDurham
- Sunam DhakalCharlotte
- Peter Di BlasiCharlotte
- Orlando DibaccoHuntersville
- Brady E. DicksonRaleigh
- Brian DillerAngier
- Matthew DimitrijevsCharlotte
- Joseph DisantoDurham
- Michael DivittorioDurham
- Kane DixonRaleigh
- Tracy DixonHigh Point
- John DortchDurham
- Liam DoyleChapel Hill
- Maire DoyleCharlotte
- Jonathan M. DrewDurham
- Sarah M. DrummondCharlotte
- Dana DruryCary
- Liam DugganCharlotte
- Evan P. DuniganRaleigh
- Harrison DurmusDurham
- Matthew EberweinCharlotte
- Aiyahna N. EdwardsDurham
- Haley EgbertDurham
- Garrett C. EllingerDurham
- Robert L. ElliottCharlotte
- Quintin T. EllisRaleigh
- Chelsea T. Emde-GerdineCharlotte
- Abigail G. EmmettCary
- Lucas EriksenRaleigh
- Arthur EverettDurham
- Emmanuel C Ezike IIZebulon
- Matthew FahysDurham
- Melquan A. FairWendell
- Ezra M. FeldmanRaleigh
- Joshua A. FilyawWendell · Certified Financial Planner
- John E. FischerCharlotte
- Jeffrey T. FitchCharlotte
- Patrick FitzgeraldDurham
- Christian FitzhughHolly Springs · Certified Financial Planner
- Katherine E. FitzpatrickCharlotte
- Brooke FlaniganCharlotte
- Cortney L. FluegemanCharlotte · Certified Financial Planner
- Kevin FoggHuntersville
- Pamela FonsecaDurham
- Damian ForemanRaleigh
- Tyler FortanascioCharlotte
- Christopher M. FosterRaleigh · Certified Financial Planner
- Jonathan M. FrankWake Forest
- Elizabeth K. FrederickTerrell
- Stephen J. FreemanWake Forest
- Todd M. GaertnerNew Hill
- James M. GalatiCharlotte
- Niyati Harsh GandhiDurham
- Jason T. GarciaCharlotte
- Robert GarlandWinston-Salem
- Isaiah GashCharlotte
- Mitchell W. GatewoodHuntersville
- Max GauschWake Forest
- Matthew GernerDurham
- Chelsea D. GibsonYoungsville
- Tanner L. GilbertDurham
- Paula J. GilovichChapel Hill
- Richard A. GirodMorrisville
- Charlaine W. GlaspieRaleigh
- Andrew GlassmanChapel Hill · Certified Financial Planner
- Elizabeth GoinsBelmont
- Ricardo A. GonzalezCharlotte · Certified Financial Planner
- Kendra E. GoodenCornelius
- Parrish K. GoodmanHolly Springs
- Arya GorRaleigh
- Justin GorneyDurham
- Jack GouldCary
- Sudha GowrisankarApex
- Anelbi GrayFuquay Varina
- Christopher R. GrayFuquay Varina
- Carmine GrecoDurham
- Alexander S. GreenRaleigh · Certified Financial Planner
- Benjamin S. GreerCary
- Chase A. GreesonCharlotte
- Glenn GrimsleyFuquay-Varina
- Quinn GruberDurham
- Chen Anna GrundlandDurham
- Evan GuinnDurham · Certified Financial Planner
- Sandra R. GunnelsCary
- George HaddadSanford
- Stephen HaleChapel Hill
- Travis R. HaleBurlington
- Rylan HallDurham
- John N. HalleyCharlotte · Certified Financial Planner
- Jeffrey T. HamiltonWake Forest
- Mason J. HancockCharlotte
- Meghan HannaDurham
- Roseena F. HardcastleDurham
- Grayson HarrisGraham
- Samuel W. HarrisDurham
- Tony N. HarrisonApex · Chartered Financial Consultant
- Melissa L. HastyHolly Springs
- Dustin HatcherRaleigh · Certified Financial Planner
- Blaise A. HaubertDurham
- Nolan HavranMorrisville
- Jermile B. HayesHuntersville · Certified Financial Planner
- Zachary HayesMatthews
- Timothy HealyRaleigh
- Evan J. HeinerDurham
- Jonathan HendricksonWinston-Salem
- Chase W. HillCary
- Zane HillDurham
- Jacob HillyardCharlotte · Certified Financial Planner
- Noah R. HinesRaleigh
- Andrea HinkelRaleigh
- Branson B. HodginRandleman
- Ashton E. HohnsteinMorrisville
- Timothy HollandDurham
- Benjamin HollisCharlotte
- Timothy J. HoltClayton
- Ryan D. HomerDurham
- Nicholas A. HoneycuttHolly Springs
- Chad W. HoodApex
- Stephan J. HooverDurham
- Mia HoustonRaleigh
- Dylan G. HowardDurham
- Ryan HugginsGreensboro
- Brittany HughesRaleigh
- Clinton T. HuntKing
- Henry HuntCharlotte
- Curtis HurrenConcord
- Marquita HyltonRaleigh · Certified Financial Planner
- Krista K. IcenhourHuntersville
- Alissa M. IlacquaCharlotte
- Lane InchalikWendell
- Aaron IngramDurham
- Shawn IngramGreensboro
- William IzykowskiMooresville
- Kyle JacksonDurham
- Ryan JacobsRaleigh
- Madison JaneczkoDurham · Certified Financial Planner
- Kyle D. JaquezCary · Certified Financial Planner
- Ameen JaroushRaleigh
- Avion JenkinsRaleigh
- Timothy B. JenningsDurham
- Adam M. JensenRaleigh
- Dixi JinFuquay Varina
- Santita A. JohnsonCary
- Ward Johnson IIIApex
- Shayla JonesDurham
- Christopher M. JoyceMorrisville
- Grayson M. KapikoRaleigh
- Thomas D. KarryDurham
- Tyler J. KaufmanCharlotte
- Meenakshi KaushikCary
- John T. KershnerCornelius
- Jairi A. KeyRaleigh
- Alexander W. KhanDurham · Certified Financial Planner
- Catherine KightCharlotte
- John KingKnightdale
- Sally M. KingHuntersville
- Michael C. KittoGreenville
- Alvydas KnasasCary · Certified Financial Planner
- Nicholas KolbWendell
- Troy L. KonzenDurham
- Courtney KordsmeierCary
- James A. KraftDurham
- Derek R. KratzerChapel Hill
- Travis R. KruseHillsborough
- Metin B. KurkcuHickory
- Foster KyeiDurham
- Michelle L. LacountGastonia
- Joel LacsinaWinston Salem
- Connor LaczHuntersville
- Michael J. LahayeDurham
- Jeremy LammDurham
- Andrew S. LangeDurham
- John Thomas C. LanhamAdvance
- Lyndsay L. LarkinRaleigh
- Ariana LarriviereCharlotte
- Austin LarsonConcord · Certified Financial Planner
- Connor J. LarsonCharlotte
- Lindsy P. LassereWillow Spring
- Brady LeathermanHuntersville
- Becky E. LeeverDurham
- Timothy C. LegareDurham
- Jeffrey R. LeichmanCharlotte
- Hayden G. LeonardDurham
- Andrea N. LeotaDurham
- Michael LeotsakosDurham
- Anthony LichtWake Forest
- Brian E. LigettWake Forest
- Ryan S. LikowskiConcord
- Alden LindstromKernersville
- Marshall LipeCary
- Celeste LittleRamseur
- Mark T. LockhartDurham
- John M. LoeschDurham
- Kiana LopezWaxhaw
- Robert E. LorelliDurham · Certified Financial Planner
- Andrew B. LoveDurham
- Benjamin D. LowryDurham
- Matthew R. LujanCary
- Charles V. LuptonCharlotte
- John S. LyleDurham
- Andrew LynchWake Forest
- Scott J. LyonsRaleigh
- Dominik C. MaasYoungsville
- Owen MacintyreHolly Springs
- Dylan R. MackenzieMorrisville
- Sean R. MaddenCary
- Stephen C. Maguire Jr.Fuquay-Varina
- Maliik MarcinDurham
- David C. MarionChapel Hill
- Scott MarkelDurham
- Jason M. MarkeyGreensboro
- Adrian E. MarshallDurham
- Brandon MartinCharlotte
- Dario E. MartinezRaleigh
- Robert M. MasseyWake Forest
- Kyle S. MaxwellDurham · Certified Financial Planner
- Clinton MayfieldWinston-Salem
- Brandon J. MaynardDurham
- Megan MaynardCharlotte
- Dustin J. McCaugheyDurham
- Ryan McCauleyDurham
- Amber N. McCormickWaxhaw
- Donovan McCulloughDurham
- Jeremy D. McDonaldOak Ridge
- Ryan McDonaldZebulon
- Jamilahre L. McDowellCreedmoor
- Ethan McElroyDurham
- Timothy A. McGuirkDurham
- Tatiana McKeeWinston Salem
- Kolin McKelveyFuquay Varina
- Luke A. McKinneyRaleigh
- Daniel M. McLaughlinCharlotte
- Dominique A. McQueenRaleigh · Certified Financial Planner, Chartered Financial Analyst
- Jared M. McVeyCharlotte
- Charlene MeadowsHickory
- Ryan MeiserHuntersville
- Larry R. Melton Jr.Raleigh · Certified Financial Planner
- Robert J. MerdesDurham
- Jordan MermetDurham
- Jerry A. MerrillHarrisburg
- John MessinaDurham
- Austin D. MeunierCary
- Connor M. MilesDurham
- Camden MillerDurham
- Charles W. MillerCharlotte · Certified Financial Planner
- Micah MillerDurham
- Andrew MillsRaleigh
- Richard E. MillsDurham
- Yvette C. MillsCharlotte · Certified Financial Planner, Chartered Financial Consultant
- Jeffery MingoHuntersville
- Hannah R. MitchellHuntersville
- Lionel M. MitchellDurham
- Tina MiyagawaChapel Hill
- Mahogany MohammedKernersville
- Jesus A. MolinaCharlotte
- Christopher E. MoodyRaleigh
- Colin P. MoorDurham
- Kyndall M. MooreCharlotte
- Shaunda MooreCary
- Tyler H. MoranCharlotte
- Zachary G. MorganKernersville
- Nicholas J. MucciCharlotte
- Robert A. MullenRaleigh
- Wesley A. MunnCharlotte
- Hazem S. Mustafa MohsenApex
- Diana NADurham
- Mariah H. NadolnyGreensboro
- Cassandra R. NagelHampstead
- Anisa Nakawatase-IbarraWinston-Salem
- Nathan B. NeelyDurham
- Craig NelsonDurham
- Jim R. Netzband, Jr.Clayton · Chartered Financial Consultant
- Timothy NeuHuntersville
- Lauren F. NewlinDurham
- Patrick C. NewsomeApex
- Tyler NewtonCary
- Thuy Dung T. NguyenMorrisville
- Anton NichvidyukCharlotte
- Cynthia O. NnochiriWake Forest
- Christine N. NobleDurham
- Marion B. NoblesStallings
- Jessica NyczRaleigh
- Jacob OconnerRaleigh
- Daniel OdehDurham
- Michael OdowdMebane
- Eric OdumWhitsett
- Sean OkeefeDurham
- Michalene OlsonMebane
- Thomas F. Omara Jr.Charlotte
- Chani M. OscavichHolly Springs
- Christopher OvertonCharlotte
- Thomas ParkRaleigh
- Benjamen J. ParkerDurham
- Brent ParmenterWinston-Salem
- Michael PasalichHuntersville
- Lewis M. Pate Jr.Durham
- Shayl PatelDurham
- Andrea PatonMebane
- Meghan M. PattersonCharlotte
- Zachary N. PayneDurham
- Elijah H. PaytonWinston-Salem
- Adam J. PeeryCary
- Jeremy PelcharDurham
- Catherine PelicanDurham
- Luke PelletierDurham
- Jonathan PerezGreensboro
- Joseph PetersonCary · Certified Financial Planner
- Ethan PhelpsDurham
- Jennifer PianelliWake Forest
- Stacey PickardWaxhaw
- Samuel PoehlmannDurham
- Geoffrey J. PoissonDurham
- Thomas D. Poleski Jr.Durham
- Ryan W. PolewczakDurham
- Christopher E. PompeyGastonia · Certified Financial Planner
- Dante A. PorterWendell
- David W. PoteetClayton
- Jahan PowellDurham
- Jonee N. PowellKannapolis
- Jason C. PowersHarrisburg · Certified Financial Planner, Chartered Financial Consultant
- Thomas PrestiDurham
- Clark M. PrestonDurham
- Jason PughCharlotte · Certified Financial Planner
- Andres L. QuezadaDurham · Certified Financial Planner
- Laura E. RadkoDurham · Certified Financial Planner
- Devin RandaleDurham
- Jeremy D. RascoeMebane
- Seth N. RatchfordCharlotte · Certified Financial Planner
- Shane M. RawlingsWendell
- Michael T. RayDurham
- Michelle R. RedmanGreensboro
- Sherrie A. ReeceHudson
- Conner ReevesCary
- Greyson P. ReitmeierDurham
- Joel ReynoldsRaleigh
- Demetria RichardsonDurham
- Timothy W. RiebockDurham · Certified Financial Planner
- Brenleigh K. RigsbeeDurham
- Seidy Rivas RosalesButner
- Nathaniel L. RobertsDurham
- Andrew RogersDurham
- Luke RogersDurham
- Justin A. RosenthalRaleigh
- Jacob RouthWinston-Salem
- Michael RowlandsWendell
- Zachery RuetschDurham
- Alexander RuffinDurham
- Andrew J. RuggieroCary
- Anthony RuggieroCary
- Antoinette RussellDurham
- Janet RussellRaleigh
- Barak RutledgeDurham
- David J. RyanDurham
- Alexander SaccoRaleigh
- Dante SammarcoCharlotte
- Jacob SamuelsDurham
- Robert W. SanderDurham
- Michael SandyDurham
- Mayco Saucedo HernandezRandleman
- Dylan SchaetzelRaleigh
- Brady L. ScheidDurham
- Jack SchenkDurham
- Jesse S. SchietzCary
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Strategic Advisers LLC in other states
Texas 1,808Florida 1,463California 1,409Utah 1,137Colorado 988New Hampshire 894Kentucky 884Massachusetts 773New York 549Ohio 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 North Carolina?
654 investment adviser representatives are registered at Strategic Advisers LLC offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 15,449 at the firm nationwide. 59 list the CFP designation and 645 are also registered as broker representatives.
Where in North Carolina does Strategic Advisers LLC have the most advisors?
Durham, with 235, then Raleigh (86). Strategic Advisers LLC has advisors in 60 cities in North Carolina.
How do I check a Strategic Advisers LLC advisor in North Carolina?
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.