Financial ADVSR advisor directory · SEC adviser records
Strategic Advisers LLC financial advisors in Dallas, TX
Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Dallas, A to Z.
The short answer
68 registered advisors work at Strategic Advisers LLC in Dallas, out of 15,449 at the firm nationwide; it ranks number 12 in the city by advisors. 3 list the CFP designation and 68 are also registered broker representatives.
Strategic Advisers LLC advisors in Dallas, A to Z
Every Strategic Advisers LLC advisor →- McConnell R. AlbertAlso a broker rep
- Lusine AllenAlso a broker rep
- Geselle A. AvalosAlso a broker rep
- Steven M. BakerAlso a broker rep
- Brian T. BatesAlso a broker rep
- Robert M. BeasleyAlso a broker rep
- Cade M. BissellAlso a broker rep
- Cassidy E. CampAlso a broker rep
- Nicholas DanielsAlso a broker rep
- John DavidsonAlso a broker rep
- Austin J. DavisonAlso a broker rep
- Zachary DickeyAlso a broker rep
- Spencer G. DrennanAlso a broker rep
- Paige G. EggersAlso a broker rep
- Ozan M. EthemAlso a broker rep
- Meghan H. EvansAlso a broker rep
- Tristan R. FerdinandiAlso a broker rep
- Henry J. FiedlerCertified Financial Planner · Also a broker rep
- Chad ForsbergChartered Financial Consultant · Also a broker rep
- William R. GammellCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Brandon GarzaAlso a broker rep
- Gregory J. GibsonAlso a broker rep
- Annelise C. GordonAlso a broker rep
- Kevin GuevaraAlso a broker rep
- Margaret S. HaleAlso a broker rep
- Samuel W. HalesAlso a broker rep
- Therese HastingsAlso a broker rep
- Robert G. HensleyAlso a broker rep
- Brent HouserAlso a broker rep
- Brandon M. IvesAlso a broker rep
- Walter C. JohnsAlso a broker rep
- James KelleherAlso a broker rep
- Robert F. KirwanAlso a broker rep
- Tyler LaheyAlso a broker rep
- Zachary C. LambertAlso a broker rep
- Matthew S. MarshallAlso a broker rep
- Alicia A. MayAlso a broker rep
- Austin I. MayAlso a broker rep
- Mark C. MayhewAlso a broker rep
- Melanie G. McGinnessAlso a broker rep
- Douglas McKeeverAlso a broker rep
- Antara MohsinAlso a broker rep
- Brianne E. MorenoAlso a broker rep
- Elizabeth M. MorganAlso a broker rep
- Michael C. MulvihillAlso a broker rep
- Ana Natalia MundoAlso a broker rep
- Andres NajeraAlso a broker rep
- Briana L. NguyenAlso a broker rep
- Jose L. NievesAlso a broker rep
- Vanessa PolcariAlso a broker rep
- Tatum L. ReevesAlso a broker rep
- Rodrigo SaenzAlso a broker rep
- Miguel Salazar Jr.Also a broker rep
- Perry W. SandersAlso a broker rep
- Evan W. SikorskiAlso a broker rep
- David T. SmithAlso a broker rep
- Lawson StansellAlso a broker rep
- Nichelle ThrowerAlso a broker rep
- Hannah TobbenAlso a broker rep
- Kyle A. TrammellAlso a broker rep
- Cary B. TrueloveAlso a broker rep
- Tori L. UranoAlso a broker rep
- Brian WalkerCertified Financial Planner · Also a broker rep
- Kyle WalkerAlso a broker rep
- Andrew WarrenAlso a broker rep
- Stephen K. WeahAlso a broker rep
- Jacob D. WilliamsAlso a broker rep
- Yotam YakirAlso 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 Dallas
All Dallas advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 233J.P. Morgan Securities LLC 228Morgan Stanley 226UBS Financial Services Inc. 137Goldman Sachs Wealth Services, L.P. 94Cetera Investment Advisers LLC 85Wells Fargo Clearing Services, LLC 83Rockefeller Financial LLC 78LPL Financial LLC 73Hilltop Securities Inc. 70Momentum Independent Network Inc. 69Level Four Advisory Services 59
Questions
How many financial advisors does Strategic Advisers LLC have in Dallas?
68 investment adviser representatives are registered at Strategic Advisers LLC offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 15,449 nationwide. 3 list the CFP designation and 68 are also registered as broker representatives.
Is Strategic Advisers LLC one of the largest advisor employers in Dallas?
Strategic Advisers LLC ranks number 12 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.
How do I check a Strategic Advisers LLC advisor in Dallas?
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.