Financial ADVSR advisor directory · SEC adviser records
Strategic Advisers LLC financial advisors in Portland, ME
Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Portland, A to Z.
The short answer
27 registered advisors work at Strategic Advisers LLC in Portland, out of 15,454 at the firm nationwide; it ranks number 3 in the city by advisors. 6 list the CFP designation and 27 are also registered broker representatives.
Strategic Advisers LLC advisors in Portland, A to Z
Every Strategic Advisers LLC advisor →- Dillon BurnsAlso a broker rep
- John J. CassidyAlso a broker rep
- John D. CesereAlso a broker rep
- Kevin J. DavisAlso a broker rep
- Jeffrey B. DunkleAlso a broker rep
- Jasmine M. FerranteAlso a broker rep
- Dustin T. FierCertified Financial Planner · Also a broker rep
- Emily J. GetchellAlso a broker rep
- Geoffrey H. HightCertified Financial Planner · Also a broker rep
- Alexander J. HillAlso a broker rep
- Devin HiltonCertified Financial Planner · Also a broker rep
- Sarah A. HuckinsAlso a broker rep
- Amanda L. KabantuAlso a broker rep
- Derek A. KelleyAlso a broker rep
- John LithgowAlso a broker rep
- Frank N. MaltaisAlso a broker rep
- Christina M. MarquetteAlso a broker rep
- Adam MattsonAlso a broker rep
- Sage V. NashAlso a broker rep
- Amanda C. PetersenCertified Financial Planner · Also a broker rep
- Ryan J. PierceAlso a broker rep
- Danielle N. PinkhamAlso a broker rep
- Nicholas PlanteAlso a broker rep
- Katrina L. StannardAlso a broker rep
- Katherine S. StoreyCertified Financial Planner · Also a broker rep
- Courtney SullivanAlso a broker rep
- Christopher M. ThomasCertified Financial Planner · Also 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 Portland
All Portland advisors →Morgan Stanley 39UBS Financial Services Inc. 32Ameriprise Financial Services, LLC 22R M Davis Inc. 20Merrill Lynch, Pierce, Fenner & Smith Incorporated 16RBC Capital Markets, LLC 16Corient 13Raymond James & Associates, Inc. 13Td Private Client Wealth LLC 11Old Port Advisors 10Portland Global Advisors LLC 10Raymond James Financial Services Advisors, Inc. 10
Questions
How many financial advisors does Strategic Advisers LLC have in Portland?
27 investment adviser representatives are registered at Strategic Advisers LLC offices in Portland, Maine, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 6 list the CFP designation and 27 are also registered as broker representatives.
Is Strategic Advisers LLC one of the largest advisor employers in Portland?
Strategic Advisers LLC ranks number 3 in Portland by registered advisors; Morgan Stanley has the most, with 39.
How do I check a Strategic Advisers LLC advisor in Portland?
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.