Financial ADVSR advisor directory · SEC adviser records
Strategic Advisers LLC financial advisors in Southlake, TX
Every SEC-registered investment adviser representative at a Strategic Advisers LLC office in Southlake, A to Z.
The short answer
27 registered advisors work at Strategic Advisers LLC in Southlake, out of 15,454 at the firm nationwide; it ranks number 2 in the city by advisors. 3 list the CFP designation and 27 are also registered broker representatives.
Strategic Advisers LLC advisors in Southlake, A to Z
Every Strategic Advisers LLC advisor →- Yazan Abu-HijlehAlso a broker rep
- Layla S. AdamsAlso a broker rep
- Joanna J. BeltranAlso a broker rep
- John P. BreedingAlso a broker rep
- Matthew W. BullardAlso a broker rep
- Alysa DillardAlso a broker rep
- David DucreAlso a broker rep
- Edgar EspitiaAlso a broker rep
- Sydney N. GonzalezAlso a broker rep
- Greyson HuffAlso a broker rep
- David P. ImmlerAlso a broker rep
- Anna L. JohnsonAlso a broker rep
- Jared L. KingAlso a broker rep
- Dennis KleesAlso a broker rep
- Aaron LowyAlso a broker rep
- Jessica MaloyAlso a broker rep
- Tobe G. McCannAlso a broker rep
- Jonathan E. MinderAlso a broker rep
- Mary B. MurphyCertified Financial Planner · Also a broker rep
- Victor PriceChartered Financial Consultant · Also a broker rep
- Catherine SchultzCertified Financial Planner · Also a broker rep
- Christopher A. SkipperCertified Financial Planner · Also a broker rep
- Clint M. SpradlinAlso a broker rep
- Shelley StanyerAlso a broker rep
- Corbin TreibsAlso a broker rep
- Alan VoskuilAlso a broker rep
- Kristina WilliamsAlso a broker rep
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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 Southlake
All Southlake advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Wells Fargo Clearing Services, LLC 20Edward Jones 19Charles Schwab & Co., Inc. 15Ameriprise Financial Services, LLC 14Morgan Stanley 14Cetera Investment Advisers LLC 11Cwm, LLC 9J.P. Morgan Securities LLC 9LPL Financial LLC 8Raymond James & Associates, Inc. 8Trinity Portfolio Advisors, LLC 8
Questions
How many financial advisors does Strategic Advisers LLC have in Southlake?
27 investment adviser representatives are registered at Strategic Advisers LLC offices in Southlake, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 15,454 nationwide. 3 list the CFP designation and 27 are also registered as broker representatives.
Is Strategic Advisers LLC one of the largest advisor employers in Southlake?
Strategic Advisers LLC ranks number 2 in Southlake by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 31.
How do I check a Strategic Advisers LLC advisor in Southlake?
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.