Strategic Advisers LLC
Strategic Advisers LLC (CRD# 104555) is a financial advisory firm headquartered in Boston, MA. They manage $824,740,096,815 in 1,965,880 accounts and serve the financial needs of clients across 52 states (or territories).
-
Total Assets Under Management824,740MILLION
-
Total Number of Accounts1,965,880ACCOUNTS
-
Average Account Value$419,527
- A percentage of assets under your management
- Other
- 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
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
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.
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.
Steven Bullock (CRD# 6989410) is an Investment Advisor Representative working at Strategic Advisers LLC in Greenwood Village, CO and has 1 year of experience in the finance industry.
Aimee Degiovanni (CRD# 5027892) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has over 18 years of experience in the finance industry.
Peter Dow (CRD# 5921199) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has 1 year of experience in the finance industry.
Samuel Grenning (CRD# 4616937) is an Investment Advisor Representative working at Strategic Advisers LLC in Denver, CO and has over 20 years of experience in the finance industry.
Mark Halfhill (CRD# 6452846) is an Investment Advisor Representative working at Strategic Advisers LLC in Denver, CO and has 1 year of experience in the finance industry.
Elizabeth Johnson (CRD# 5816144) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has over 13 years of experience in the finance industry.
Jingying Li (CRD# 3245186) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has over 24 years of experience in the finance industry.
Valeria Lopez (CRD# 6043941) is an Investment Advisor Representative working at Strategic Advisers LLC in Denver, CO and has over 11 years of experience in the finance industry.