Financial ADVSR advisor directory · SEC adviser records
Strategic Advisers LLC financial advisors in Exton, PA
Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Exton, A to Z.
14 registered advisors work at Strategic Advisers LLC in Exton, out of 15,917 at the firm nationwide; it ranks number 3 in the city by advisors. 5 list the CFP designation and 14 are also registered broker representatives.
Strategic Advisers LLC advisors in Exton, A to Z
Every Strategic Advisers LLC advisor →- George R. BellCertified Financial Planner · Also a broker rep
- Ceegan D. CookAlso a broker rep
- Francis D. DepianoCertified Financial Planner · Also a broker rep
- Sean EnamaAlso a broker rep
- Patrick M. FarrenCertified Financial Planner · Also a broker rep
- Nicole FeanCertified Financial Planner · Also a broker rep
- Jared FolsomAlso a broker rep
- Kyle GadielAlso a broker rep
- Corey GoldinerAlso a broker rep
- Matthew J. KelleherAlso a broker rep
- Derek T. LittleAlso a broker rep
- Euan LivingtonAlso a broker rep
- Matthew N. MaginnisAlso a broker rep
- Gregory MaxeyCertified 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 Exton
All Exton advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 30Ameriprise Financial Services, LLC 16MML Investors Services, LLC 13Osaic Wealth, Inc. 12Raymond James Financial Services Advisors, Inc. 9Td Private Client Wealth LLC 7LPL Financial LLC 5Wealthcare Advisory Partners LLC 5Wells Fargo Advisors Financial Network, LLC 5Commonwealth Financial Network 4Hornor, Townsend & Kent, LLC 4Independent Financial Group, LLC 4
Questions
How many financial advisors does Strategic Advisers LLC have in Exton?
14 investment adviser representatives are registered at Strategic Advisers LLC offices in Exton, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 15,917 nationwide. 5 list the CFP designation and 14 are also registered as broker representatives.
Is Strategic Advisers LLC one of the largest advisor employers in Exton?
Strategic Advisers LLC ranks number 3 in Exton by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 30.
How do I check a Strategic Advisers LLC advisor in Exton?
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.