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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

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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)

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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.