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Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Newport, RI

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

The short answer

6 registered advisors work at Strategic Advisers LLC in Newport, out of 15,449 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.

Strategic Advisers LLC advisors in Newport, 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

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 Newport

All Newport advisors →

Morgan Stanley 19Wells Fargo Clearing Services, LLC 5Young Richard C & Co. Ltd. 5Osaic Wealth, Inc. 4Cetera Investment Advisers LLC 3UBS Financial Services Inc. 3

Questions

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

6 investment adviser representatives are registered at Strategic Advisers LLC offices in Newport, Rhode Island, according to the SEC's Investment Adviser Public Disclosure records, out of 15,449 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.

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

Strategic Advisers LLC ranks number 2 in Newport by registered advisors; Morgan Stanley has the most, with 19.

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

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.