Financial ADVSR advisor directory · SEC adviser records
Strategic Advisers LLC financial advisors in Oklahoma
Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Oklahoma, by city and A to Z.
The short answer
37 registered advisors work at Strategic Advisers LLC in Oklahoma, out of 15,449 nationwide; it's the firm's number 32 state by advisors, and the most are in Tulsa (12). 5 list the CFP designation and 37 are also registered broker representatives.
Strategic Advisers LLC advisors by city in Oklahoma
Every firm in Oklahoma →Tulsa 12Nichols Hills 11Edmond 5Bixby 3Blanchard 1Broken Arrow 1Jenks 1
Strategic Advisers LLC advisors in Oklahoma, A to Z
Search by name →- Payton AllenClaremore
- David E. Beimesch Jr.Tulsa
- Ashton BrayNorman
- John M. BurnsJenks
- Jack W. CantrellOklahoma City
- James Phillip W. CarrMounds · Certified Financial Planner
- Michael E. CarterNichols Hills · Certified Financial Planner
- Francois-Xavier Chenhalls-WalkerNichols Hills
- Levi FortuneNichols Hills
- Will FreisbergTulsa
- Henry J. HaslerEdmond · Certified Financial Planner
- Joshua C. HopkinsNichols Hills
- Kelly HotovecTulsa
- Bryan H. KingEdmond
- Samuel L. KozlowskiOklahoma City
- Treana M. LankardOklahoma
- Colt M. LeachTulsa
- Bret J. LinfordOwasso
- Jordan MartinTulsa
- Ashaunie McNeilNichols Hills
- Jackson L. NailBixby
- Lauren NowellEdmond
- Laura M. PatrickNichols Hills
- Connor D. PetersTulsa
- Erik PetersEdmond
- Timothy J. RichardsonTulsa
- Chandler J. RiggsTulsa · Certified Financial Planner
- Shelby RobertsBlanchard
- Dustin J. SpethBixby
- Matthew StoulilTulsa
- Tobie TimmermansNichols Hills
- Thomas E. TobinNichols Hills
- Joshua T. WatkinsTulsa · Certified Financial Planner
- Shannon WhitlockBixby
- Caleb WinslowPurcell
- Branden P. WooleryTulsa
- Zhanarzhan B. YelubayevaOklahoma City
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Strategic Advisers LLC in other states
Texas 1,808Florida 1,463California 1,409Utah 1,137Colorado 988New Hampshire 894Kentucky 884Massachusetts 773North Carolina 658New 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 54Maine 35District of Columbia 31New Mexico 31Delaware 25Idaho 25Alabama 24Arkansas 14West Virginia 4Iowa 3Louisiana 3
Questions
How many Strategic Advisers LLC financial advisors are in Oklahoma?
37 investment adviser representatives are registered at Strategic Advisers LLC offices in Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 15,449 at the firm nationwide. 5 list the CFP designation and 37 are also registered as broker representatives.
Where in Oklahoma does Strategic Advisers LLC have the most advisors?
Tulsa, with 12, then Nichols Hills (11). Strategic Advisers LLC has advisors in 7 cities in Oklahoma.
How do I check a Strategic Advisers LLC advisor in Oklahoma?
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.