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Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Holladay, UT

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

8 registered advisors work at Strategic Advisers LLC in Holladay, out of 15,917 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 8 are also registered broker representatives.

Strategic Advisers LLC advisors in Holladay, 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 622Salt Lake City, UT 614Covington, KY 559Merrimack, NH 524Westlake, TX 482Greenwood Village, CO 323Denver, CO 213Cincinnati, OH 205Durham, NC 203Boston, MA 165New York, NY 159Houston, TX 138Fort Worth, TX 128San Diego, CA 114Dallas, TX 107

Other firms in Holladay

All Holladay advisors →

Morgan Stanley 23Wells Fargo Clearing Services, LLC 22Raymond James Financial Services Advisors, Inc. 14Stratos Wealth Partners, Ltd. 10Interwise 5Athos Private Wealth LLC 4Hornor, Townsend & Kent, LLC 4Lunt Capital Management Inc. 3Platform Wealth Advisors 3

Questions

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

8 investment adviser representatives are registered at Strategic Advisers LLC offices in Holladay, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 15,917 nationwide. 1 list the CFP designation and 8 are also registered as broker representatives.

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

Strategic Advisers LLC ranks number 5 in Holladay by registered advisors; Morgan Stanley has the most, with 23.

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

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.