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Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Newton, MA

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

The short answer

4 registered advisors work at Strategic Advisers LLC in Newton, out of 15,449 at the firm nationwide; it ranks number 13 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Strategic Advisers LLC advisors in Newton, 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

Salt Lake City, UT 634Jacksonville, FL 628Covington, KY 579Merrimack, NH 563Westlake, TX 481Greenwood Village, CO 378Durham, NC 235Cincinnati, OH 196Denver, CO 184Boston, MA 155Houston, TX 141New York, NY 140Fort Worth, TX 134San Diego, CA 112Chicago, IL 95

Other firms in Newton

All Newton advisors →

Ameriprise Financial Services, LLC 8Commonwealth Financial Network 8LPL Financial LLC 8Captrust 6Focus Partners Wealth, LLC 6Raymond James Financial Services Advisors, Inc. 5Brock Hill Wealth Management 4Capital Advisors Group, Inc. 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Plum Street Advisors, LLC 4Mayport Wealth Management 3Proficio Capital Partners LLC 3

Questions

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

4 investment adviser representatives are registered at Strategic Advisers LLC offices in Newton, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 15,449 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 Newton?

Strategic Advisers LLC ranks number 13 in Newton by registered advisors; Ameriprise Financial Services, LLC has the most, with 8.

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

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.