Financial ADVSR advisor directory · SEC adviser records
Strategic Advisers LLC financial advisors in Tulsa, OK
Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Tulsa, A to Z.
12 registered advisors work at Strategic Advisers LLC in Tulsa, out of 15,917 at the firm nationwide; it ranks number 19 in the city by advisors. 3 list the CFP designation and 12 are also registered broker representatives.
Strategic Advisers LLC advisors in Tulsa, A to Z
Every Strategic Advisers LLC advisor →- Payton AllenAlso a broker rep
- David E. Beimesch Jr.Also a broker rep
- James Phillip W. CarrCertified Financial Planner · Also a broker rep
- Will FreisbergAlso a broker rep
- Kelly HotovecAlso a broker rep
- Colt M. LeachAlso a broker rep
- Jordan MartinAlso a broker rep
- Connor D. PetersAlso a broker rep
- Chandler J. RiggsCertified Financial Planner · Also a broker rep
- Dustin J. SpethAlso a broker rep
- Matthew StoulilAlso a broker rep
- Joshua T. WatkinsCertified Financial Planner · 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
Jacksonville, FL 622Salt Lake City, UT 614Covington, KY 559Merrimack, NH 524Westlake, TX 482Greenwood Village, CO 323Denver, CO 213Cincinnati, OH 205Durham, NC 203Boston, MA 165New York, NY 159Houston, TX 138Fort Worth, TX 128San Diego, CA 114Dallas, TX 107
Other firms in Tulsa
All Tulsa advisors →Morgan Stanley 67Merrill Lynch, Pierce, Fenner & Smith Incorporated 52Bok Financial Securities, Inc. 46Edward Jones 41LPL Financial LLC 38Arvest Wealth Management 28Cavanal Hill Investment Management, Inc. 25Cetera Investment Advisers LLC 25State Farm Investment Management Corp. 23Mariner 22Osaic Wealth, Inc. 20Corient 15
Questions
How many financial advisors does Strategic Advisers LLC have in Tulsa?
12 investment adviser representatives are registered at Strategic Advisers LLC offices in Tulsa, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 15,917 nationwide. 3 list the CFP designation and 12 are also registered as broker representatives.
Is Strategic Advisers LLC one of the largest advisor employers in Tulsa?
Strategic Advisers LLC ranks number 19 in Tulsa by registered advisors; Morgan Stanley has the most, with 67.
How do I check a Strategic Advisers LLC advisor in Tulsa?
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.