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Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Lakewood Ranch, FL

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

The short answer

9 registered advisors work at Strategic Advisers LLC in Lakewood Ranch, out of 15,454 at the firm nationwide; it ranks number 6 in the city by advisors. 1 list the CFP designation and 9 are also registered broker representatives.

Strategic Advisers LLC advisors in Lakewood Ranch, 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 Lakewood Ranch

All Lakewood Ranch advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Raymond James & Associates, Inc. 14Ameriprise Financial Services, LLC 11Edward Jones 10Cetera Investment Advisers LLC 9LPL Financial LLC 8Base Wealth Management 5Horizon Wealth Advisors 5Concurrent Investment Advisors, LLC 3Dow Family Office Advisory, LLC 3Equitable Advisors, LLC 3Wells Fargo Clearing Services, LLC 3

Questions

How many financial advisors does Strategic Advisers LLC have in Lakewood Ranch?

9 investment adviser representatives are registered at Strategic Advisers LLC offices in Lakewood Ranch, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 1 list the CFP designation and 9 are also registered as broker representatives.

Is Strategic Advisers LLC one of the largest advisor employers in Lakewood Ranch?

Strategic Advisers LLC ranks number 6 in Lakewood Ranch by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 19.

How do I check a Strategic Advisers LLC advisor in Lakewood Ranch?

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.