Financial ADVSR advisor directory · SEC adviser records
Strategic Advisers LLC financial advisors in Plano, TX
Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Plano, A to Z.
The short answer
50 registered advisors work at Strategic Advisers LLC in Plano, out of 15,454 at the firm nationwide; it ranks number 4 in the city by advisors. 8 list the CFP designation and 50 are also registered broker representatives.
Strategic Advisers LLC advisors in Plano, A to Z
Every Strategic Advisers LLC advisor →- Jose AguiarAlso a broker rep
- Andrew G. AlmyAlso a broker rep
- Benjamin L. BakerAlso a broker rep
- Viken BanjarjianAlso a broker rep
- Ian A. BevanAlso a broker rep
- Josh M. BotanaCertified Financial Planner · Also a broker rep
- James C. BradshawAlso a broker rep
- William CaldwellAlso a broker rep
- Shawn P. CaseyAlso a broker rep
- Robert J. CruzCertified Financial Planner · Also a broker rep
- Julianna N. DavisAlso a broker rep
- Sergio A. De PaoliAlso a broker rep
- Jack DeanAlso a broker rep
- Alan M. DullAlso a broker rep
- William C. EastlandCertified Financial Planner · Also a broker rep
- Richard D. EganAlso a broker rep
- Troy K. EstacionAlso a broker rep
- Lauren M. FabryAlso a broker rep
- Nirvana FahmyAlso a broker rep
- Joshua R. FeifarekAlso a broker rep
- Matthew S. FortadoAlso a broker rep
- Keanna FranklinAlso a broker rep
- Thomas J. GawalisAlso a broker rep
- James B. GibsonAlso a broker rep
- Ira GobleAlso a broker rep
- Tyrus R. HillCertified Financial Planner · Also a broker rep
- Winifred HolzwarthCertified Financial Planner · Also a broker rep
- Daniel M. HuynhCertified Financial Planner · Also a broker rep
- Christopher G. LeeAlso a broker rep
- Zaccai N. LeiningerAlso a broker rep
- Hunter L. MartinezAlso a broker rep
- Shruti MehtaAlso a broker rep
- Nadia J. MoyeAlso a broker rep
- Nolan MyersAlso a broker rep
- Colby Neal-TanCertified Financial Planner · Also a broker rep
- Nathaniel Pena-AlfaroAlso a broker rep
- Claire PlouffeAlso a broker rep
- George PrateAlso a broker rep
- Oanh H. RodricksAlso a broker rep
- Laura RodriguezAlso a broker rep
- Charles P. RyanAlso a broker rep
- Alexis E. SafieAlso a broker rep
- Alison SilvaAlso a broker rep
- Nichole D. SmithAlso a broker rep
- Daniel SonCertified Financial Planner · Also a broker rep
- Gustavo A. ValenciaAlso a broker rep
- Johan S. ValenciaAlso a broker rep
- John O. WassonAlso a broker rep
- Canaan YemaneAlso a broker rep
- Jessica L. ZagurskiAlso 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 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 Plano
All Plano advisors →Fisher Investments 1,880Vanguard Advisers, Inc. 230J.P. Morgan Securities LLC 212UBS Financial Services Inc. 49Ameriprise Financial Services, LLC 48Morgan Stanley 39Edward Jones 31Transamerica Financial Advisors, LLC 31LPL Financial LLC 29Charles Schwab & Co., Inc. 27LPL Enterprise, LLC 27Retirement Planners Of America 27
Questions
How many financial advisors does Strategic Advisers LLC have in Plano?
50 investment adviser representatives are registered at Strategic Advisers LLC offices in Plano, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 8 list the CFP designation and 50 are also registered as broker representatives.
Is Strategic Advisers LLC one of the largest advisor employers in Plano?
Strategic Advisers LLC ranks number 4 in Plano by registered advisors; Fisher Investments has the most, with 1,880.
How do I check a Strategic Advisers LLC advisor in Plano?
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.