Strategic Advisers LLC

Strategic Advisers LLC (CRD# 104555) is a financial advisory firm headquartered in Boston, MA. They manage $344,121,035,873 in 904,327 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    344,121
    MILLION
  • Total Number of Accounts
    904,327
    ACCOUNTS
  • Average Account Value
    $380,527
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Strategic Advisers LLC
Showing 1 - 10 of 61 top financial advisors.
1
Jeffrey P. Adams
CRD#: 1954168
Boston, MA 02210

Jeffrey Adams (CRD# 1954168) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has over 3 years of experience in the finance industry.

2
Brian W. Appel
CRD#: 2562929
Shrewsbury, NJ 07702

Brian Appel (CRD# 2562929) is an Investment Advisor Representative working at Strategic Advisers LLC in Shrewsbury, NJ and has over 24 years of experience in the finance industry.

3
Bryan C. Applequist
CRD#: 4710259
Greenwood Village, CO 80111

Bryan Applequist (CRD# 4710259) is an Investment Advisor Representative working at Strategic Advisers LLC in Greenwood Village, CO and has 1 year of experience in the finance industry.

4
Christopher R. Atwood
CRD#: 6095594
Boston, MA 02210

Christopher Atwood (CRD# 6095594) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has over 6 years of experience in the finance industry.

5
Justin A. Barclay
CRD#: 5338688
Boston, MA 02210

Justin Barclay (CRD# 5338688) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has 1 year of experience in the finance industry.

6
Jack G. Barlage
CRD#: 2203940
Boston, MA 02210

Jack Barlage (CRD# 2203940) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has 1 year of experience in the finance industry.

7
Todd H. Batty
CRD#: 4537545
Boston, MA 02210

Todd Batty (CRD# 4537545) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has over 16 years of experience in the finance industry.

8
Alexander J. Begin
CRD#: 4182348
Boston, MA 02210

Alexander Begin (CRD# 4182348) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has over 16 years of experience in the finance industry.

9
Jennifer A. Bennett
CRD#: 5847456
Boston, MA 02210

Jennifer Bennett (CRD# 5847456) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has over 8 years of experience in the finance industry.

10
David R. Brenner
CRD#: 5700980
Boston, MA 02210

David Brenner (CRD# 5700980) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has over 9 years of experience in the finance industry.

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