Financial ADVSR advisor directory · SEC adviser records
Strategic Advisers LLC financial advisors in Albany, NY
Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Albany, A to Z.
The short answer
16 registered advisors work at Strategic Advisers LLC in Albany, out of 15,449 at the firm nationwide; it ranks number 5 in the city by advisors. 5 list the CFP designation and 16 are also registered broker representatives.
Strategic Advisers LLC advisors in Albany, A to Z
Every Strategic Advisers LLC advisor →- Andrew P. AltieriAlso a broker rep
- Levi AshleyCertified Financial Planner · Also a broker rep
- Olivia J. BrownellAlso a broker rep
- Michael D. CarilloAlso a broker rep
- Mac A. CasaleCertified Financial Planner · Also a broker rep
- Valerie CassickCertified Financial Planner · Also a broker rep
- Christopher DemaniaCertified Financial Planner · Also a broker rep
- Ashley LabelleAlso a broker rep
- James A. LacourAlso a broker rep
- Valentino LeonAlso a broker rep
- Bryanna LydellAlso a broker rep
- Tristan A. McCarthyAlso a broker rep
- Shamus P. McCulloughCertified Financial Planner · Also a broker rep
- Casey J. McPartlonAlso a broker rep
- Francesca MillsAlso a broker rep
- Dylan J. SpragueAlso a broker rep
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 Albany
All Albany advisors →LPL Financial LLC 58Merrill Lynch, Pierce, Fenner & Smith Incorporated 49Pks Advisory Services, LLC 33Northwestern Mutual Investment Services, LLC 28Wells Fargo Clearing Services, LLC 17Janney Montgomery Scott LLC 13UBS Financial Services Inc. 12Ameriprise Financial Services, LLC 11Citizens Securities, Inc. 10Focus Partners Wealth, LLC 8Private Advisor Group, LLC 8Charles Schwab & Co., Inc. 7
Questions
How many financial advisors does Strategic Advisers LLC have in Albany?
16 investment adviser representatives are registered at Strategic Advisers LLC offices in Albany, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 15,449 nationwide. 5 list the CFP designation and 16 are also registered as broker representatives.
Is Strategic Advisers LLC one of the largest advisor employers in Albany?
Strategic Advisers LLC ranks number 5 in Albany by registered advisors; LPL Financial LLC has the most, with 58.
How do I check a Strategic Advisers LLC advisor in Albany?
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.