Financial ADVSR advisor directory · SEC adviser records
Strategic Advisers LLC financial advisors in Portland, OR
Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Portland, A to Z.
The short answer
28 registered advisors work at Strategic Advisers LLC in Portland, out of 15,454 at the firm nationwide; it ranks number 12 in the city by advisors. 4 list the CFP designation and 27 are also registered broker representatives.
Strategic Advisers LLC advisors in Portland, A to Z
Every Strategic Advisers LLC advisor →- Garth Ahern-HendryxAlso a broker rep
- Marios AndreouAlso a broker rep
- Alexander Armster-WikoffAlso a broker rep
- Jack BaldschunAlso a broker rep
- Lillian BerryAlso a broker rep
- Jingying BrazinaAlso a broker rep
- Richard Curry Jr.Also a broker rep
- Zarykk DavisAlso a broker rep
- Erik D. EschAlso a broker rep
- Bradley J. GabrielAlso a broker rep
- Thomas GlascockAlso a broker rep
- Alice E. HayhurstInvestment adviser rep
- David M. HerrellAlso a broker rep
- Adam G. JohnsonAlso a broker rep
- Daniel KalmikovAlso a broker rep
- Quinn A. KelsoAlso a broker rep
- Joel KincaidAlso a broker rep
- Geoffrey R. MarvinAlso a broker rep
- Jane R. MatsonAlso a broker rep
- Karoll F. McMullenCertified Financial Planner · Also a broker rep
- Levon E. McMullenCertified Financial Planner · Also a broker rep
- Danielle MillsAlso a broker rep
- Rebecca T. MorrisCertified Financial Planner · Also a broker rep
- Racheal PerryAlso a broker rep
- Benjamin StephanAlso a broker rep
- Keianna WattAlso a broker rep
- Ryan WorthleyAlso a broker rep
- Michael S. ZahlerCertified Financial Planner · Also a broker rep
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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 Portland
All Portland advisors →LPL Financial LLC 57Ameriprise Financial Services, LLC 52Stancorp Investment Advisers, Inc. 49Merrill Lynch, Pierce, Fenner & Smith Incorporated 41Morgan Stanley 33UBS Financial Services Inc. 33Wells Fargo Clearing Services, LLC 32Edward Jones 31Transamerica Financial Advisors, LLC 29M Holdings Securities, Inc. 28J.P. Morgan Securities LLC 25Coldstream Wealth Management 23
Questions
How many financial advisors does Strategic Advisers LLC have in Portland?
28 investment adviser representatives are registered at Strategic Advisers LLC offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 4 list the CFP designation and 27 are also registered as broker representatives.
Is Strategic Advisers LLC one of the largest advisor employers in Portland?
Strategic Advisers LLC ranks number 12 in Portland by registered advisors; LPL Financial LLC has the most, with 57.
How do I check a Strategic Advisers LLC advisor in Portland?
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.