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Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Lewisville, TX

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

The short answer

11 registered advisors work at Strategic Advisers LLC in Lewisville, out of 15,454 at the firm nationwide; it ranks number 1 in the city by advisors. 2 list the CFP designation and 11 are also registered broker representatives.

Strategic Advisers LLC advisors in Lewisville, 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

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 Lewisville

All Lewisville advisors →

Edward Jones 7Ally Invest Advisors 6Tiaa-Cref Individual & Institutional Services, LLC 6Ameriprise Financial Services, LLC 5Bright Wealth Management, LLC 5Osaic Wealth, Inc. 4Directional Advisors 3State Farm Investment Management Corp. 3

Questions

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

11 investment adviser representatives are registered at Strategic Advisers LLC offices in Lewisville, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 2 list the CFP designation and 11 are also registered as broker representatives.

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

Strategic Advisers LLC ranks number 1 in Lewisville by registered advisors, ahead of Edward Jones (7).

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

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.