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Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Lake Mary, FL

Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Lake Mary, A to Z.

The short answer

4 registered advisors work at Strategic Advisers LLC in Lake Mary, out of 15,454 at the firm nationwide; it ranks number 14 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Strategic Advisers LLC advisors in Lake Mary, A to Z

Every Strategic Advisers LLC advisor →

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 Lake Mary

All Lake Mary advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Newport Group Consulting, LLC 19Capacuity LLC 9Raymond James Financial Services Advisors, Inc. 8Jackson Wealth Management, LLC 7Shariaportfolio, Inc. 7Wells Fargo Clearing Services, LLC 7Collaborative Wealth 6LPL Financial LLC 6MML Investors Services, LLC 5Cwm, LLC 4Park Avenue Securities LLC 4

Questions

How many financial advisors does Strategic Advisers LLC have in Lake Mary?

4 investment adviser representatives are registered at Strategic Advisers LLC offices in Lake Mary, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Strategic Advisers LLC one of the largest advisor employers in Lake Mary?

Strategic Advisers LLC ranks number 14 in Lake Mary by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 19.

How do I check a Strategic Advisers LLC advisor in Lake Mary?

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.