Financial ADVSR advisor directory · SEC adviser records
Strategic Advisers LLC financial advisors in Rochester, NY
Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Rochester, A to Z.
The short answer
30 registered advisors work at Strategic Advisers LLC in Rochester, out of 15,454 at the firm nationwide; it ranks number 10 in the city by advisors. 4 list the CFP designation and 30 are also registered broker representatives.
Strategic Advisers LLC advisors in Rochester, A to Z
Every Strategic Advisers LLC advisor →- Abigail V. AlvordAlso a broker rep
- Amanda ArcherAlso a broker rep
- Timothy BayAlso a broker rep
- Melisa M. Beauchesne-EllisCertified Financial Planner · Also a broker rep
- Brent R. CarmelloAlso a broker rep
- Ryan T. CaufieldAlso a broker rep
- Nicholas CherchioAlso a broker rep
- Chris CollinsAlso a broker rep
- Eddaliz Colon SantiagoAlso a broker rep
- Abigail S. CrearyAlso a broker rep
- Michael DattiloAlso a broker rep
- Joseph EliaAlso a broker rep
- Sharla EnglerthCertified Financial Planner · Also a broker rep
- Wesley EvansAlso a broker rep
- Emily J. FreundAlso a broker rep
- Zoanne GebhardAlso a broker rep
- Taylor E. JordanAlso a broker rep
- Harry KaplanAlso a broker rep
- Patrick LarkinAlso a broker rep
- Julianna G. LauricellaCertified Financial Planner · Also a broker rep
- Blair K. LeikerAlso a broker rep
- Noah S. McDonaldAlso a broker rep
- Michael P. MorganteAlso a broker rep
- William D. MorrisAlso a broker rep
- Jaclyn M. MoyerCertified Financial Planner · Also a broker rep
- Andrew NessAlso a broker rep
- Rachel L. NolanAlso a broker rep
- Sandy-Ann D. RobsAlso a broker rep
- Daniel WillothChartered Financial Analyst · Also a broker rep
- Camille WrightAlso 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
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 Rochester
All Rochester advisors →LPL Financial LLC 64Equitable Advisors, LLC 63Morgan Stanley 58UBS Financial Services Inc. 50MML Investors Services, LLC 48Sage, Rutty & Co., Inc. 43Osaic Wealth, Inc. 40Wells Fargo Advisors Financial Network, LLC 32J.P. Morgan Securities LLC 30Ameriprise Financial Services, LLC 29Ashton Thomas Securities, LLC 23Cetera Investment Advisers LLC 23
Questions
How many financial advisors does Strategic Advisers LLC have in Rochester?
30 investment adviser representatives are registered at Strategic Advisers LLC offices in Rochester, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 4 list the CFP designation and 30 are also registered as broker representatives.
Is Strategic Advisers LLC one of the largest advisor employers in Rochester?
Strategic Advisers LLC ranks number 10 in Rochester by registered advisors; LPL Financial LLC has the most, with 64.
How do I check a Strategic Advisers LLC advisor in Rochester?
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.