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Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Westerville, OH

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

The short answer

11 registered advisors work at Strategic Advisers LLC in Westerville, out of 15,454 at the firm nationwide; it ranks number 21 in the city by advisors. 2 list the CFP designation and 11 are also registered broker representatives.

Strategic Advisers LLC advisors in Westerville, 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 Westerville

All Westerville advisors →

LPL Financial LLC 19Edward Jones 10Wells Fargo Clearing Services, LLC 8J.P. Morgan Securities LLC 7Buckeye Wealth Management LLC 4Morgan Stanley 4Shaffer Capital 4State Farm Investment Management Corp. 4Swisher Financial Concepts, Inc. 4Wealthbridge Capital Management, LLC 4Ameriprise Financial Services, LLC 3Arseneau Financial 3

Questions

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

11 investment adviser representatives are registered at Strategic Advisers LLC offices in Westerville, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 2 list the CFP designation and 11 are also registered as broker representatives.

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

Strategic Advisers LLC ranks number 21 in Westerville by registered advisors; LPL Financial LLC has the most, with 19.

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

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.