Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Lynnfield, MA

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

The short answer

7 registered advisors work at Strategic Advisers LLC in Lynnfield, out of 15,454 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 7 are also registered broker representatives.

Strategic Advisers LLC advisors in Lynnfield, 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 Lynnfield

All Lynnfield advisors →

F L Putnam Investment Management Co. 9LPL Financial LLC 5Allworth Financial, L.P. 4Commonwealth Financial Network 4

Questions

How many financial advisors does Strategic Advisers LLC have in Lynnfield?

7 investment adviser representatives are registered at Strategic Advisers LLC offices in Lynnfield, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.

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

Strategic Advisers LLC ranks number 2 in Lynnfield by registered advisors; F L Putnam Investment Management Co. has the most, with 9.

How do I check a Strategic Advisers LLC advisor in Lynnfield?

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.