Financial ADVSR advisor directory · SEC adviser records
Strategic Advisers LLC financial advisors in Westlake, OH
Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Westlake, A to Z.
The short answer
19 registered advisors work at Strategic Advisers LLC in Westlake, out of 15,449 at the firm nationwide; it ranks number 4 in the city by advisors. 3 list the CFP designation and 19 are also registered broker representatives.
Strategic Advisers LLC advisors in Westlake, A to Z
Every Strategic Advisers LLC advisor →- Chad R. BowmanAlso a broker rep
- Olivia Brahler GutloveAlso a broker rep
- Jordan M. BuckAlso a broker rep
- Kevin BukvicAlso a broker rep
- Rachel A. CampanaAlso a broker rep
- Benjamin R. CampbellCertified Financial Planner · Also a broker rep
- Tyler T. FasuloAlso a broker rep
- Brett A. GigliottiAlso a broker rep
- Michael HartnettCertified Financial Planner · Also a broker rep
- Jason S. JaversAlso a broker rep
- Cynthia H. KennedyAlso a broker rep
- Michael T. NieberdingCertified Financial Planner · Also a broker rep
- Ankit PatelAlso a broker rep
- Bryce PatrickAlso a broker rep
- Scott RaineyAlso a broker rep
- William SchirmerAlso a broker rep
- Alex B. StumpAlso a broker rep
- Elliott VeenstraAlso a broker rep
- Shawn F. WhelanChartered Financial Analyst · Also 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 Westlake
All Westlake advisors →Prosperity Capital Advisors 32UBS Financial Services Inc. 25Morgan Stanley 22Raymond James & Associates, Inc. 19Merrill Lynch, Pierce, Fenner & Smith Incorporated 18RBC Capital Markets, LLC 18Ameriprise Financial Services, LLC 14Charles Schwab & Co., Inc. 13Wells Fargo Clearing Services, LLC 13Raymond James Financial Services Advisors, Inc. 12Cambridge Investment Research Advisors, Inc. 11Wells Fargo Advisors Financial Network, LLC 10
Questions
How many financial advisors does Strategic Advisers LLC have in Westlake?
19 investment adviser representatives are registered at Strategic Advisers LLC offices in Westlake, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 15,449 nationwide. 3 list the CFP designation and 19 are also registered as broker representatives.
Is Strategic Advisers LLC one of the largest advisor employers in Westlake?
Strategic Advisers LLC ranks number 4 in Westlake by registered advisors; Prosperity Capital Advisors has the most, with 32.
How do I check a Strategic Advisers LLC advisor in Westlake?
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.