Financial ADVSR advisor directory · SEC adviser records
Strategic Advisers LLC financial advisors in Winter Park, FL
Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Winter Park, A to Z.
The short answer
42 registered advisors work at Strategic Advisers LLC in Winter Park, out of 15,454 at the firm nationwide; it ranks number 4 in the city by advisors. 7 list the CFP designation and 42 are also registered broker representatives.
Strategic Advisers LLC advisors in Winter Park, A to Z
Every Strategic Advisers LLC advisor →- Alexandra S. AlmanzaAlso a broker rep
- Afeefa B. AyubeAlso a broker rep
- Momin BajwaAlso a broker rep
- Brian K. BakerAlso a broker rep
- Neal BhatiaAlso a broker rep
- Thomas BiroschikAlso a broker rep
- Heather BronsonAlso a broker rep
- Adreanne Buigas-LopezAlso a broker rep
- Colton BundyAlso a broker rep
- Jason R. DahlmanAlso a broker rep
- Blake J. DarnellAlso a broker rep
- Stacey L. DemchakAlso a broker rep
- Tyler S. DowlingAlso a broker rep
- Joel J. EstradoAlso a broker rep
- Madison GayAlso a broker rep
- Michael T. GoldbergCertified Financial Planner · Also a broker rep
- Peter HankesCertified Financial Planner · Also a broker rep
- Christopher J. HermanCertified Financial Planner · Also a broker rep
- Derric HooverAlso a broker rep
- Travis JohnsonAlso a broker rep
- Rodney L. Kelley Jr.Also a broker rep
- Stephanie KerlewAlso a broker rep
- Anne K. L'HeureuxAlso a broker rep
- Kirill LeonovCertified Financial Planner · Also a broker rep
- Sidney J. LinehanAlso a broker rep
- Elliott R. LockettAlso a broker rep
- Rodney O. MackeyAlso a broker rep
- Jakob M. MatichAlso a broker rep
- Michael MaurnoCertified Financial Planner · Also a broker rep
- Janelle MauroAlso a broker rep
- David K. McKnightAlso a broker rep
- Alan A. MonsonAlso a broker rep
- Erica M. OwAlso a broker rep
- Michael PerezAlso a broker rep
- Makenna R. PresleyAlso a broker rep
- Megan SchuppAlso a broker rep
- Justin J. SeligCertified Financial Planner · Also a broker rep
- Benjamin StraitAlso a broker rep
- Andrew VantienderenAlso a broker rep
- Phillip S. VargaCertified Financial Planner · Also a broker rep
- Erik WhelanAlso a broker rep
- Austin ZoellnerAlso a broker rep
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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 Winter Park
All Winter Park advisors →Morgan Stanley 51Merrill Lynch, Pierce, Fenner & Smith Incorporated 46Wells Fargo Clearing Services, LLC 38Ameriprise Financial Services, LLC 24Truist Advisory Services, Inc. 22LPL Financial LLC 21Raymond James Financial Services Advisors, Inc. 20UBS Financial Services Inc. 18Charles Schwab & Co., Inc. 12Raymond James & Associates, Inc. 10Rockefeller Financial LLC 8Advus Financial Partners, LLC 7
Questions
How many financial advisors does Strategic Advisers LLC have in Winter Park?
42 investment adviser representatives are registered at Strategic Advisers LLC offices in Winter Park, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 7 list the CFP designation and 42 are also registered as broker representatives.
Is Strategic Advisers LLC one of the largest advisor employers in Winter Park?
Strategic Advisers LLC ranks number 4 in Winter Park by registered advisors; Morgan Stanley has the most, with 51.
How do I check a Strategic Advisers LLC advisor in Winter Park?
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.