Strategic Advisers LLC

Strategic Advisers LLC (CRD# 104555) is a financial advisory firm headquartered in Boston, MA. They manage $659,550,224,982 in 1,712,300 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    659,550
    MILLION
  • Total Number of Accounts
    1,712,300
    ACCOUNTS
  • Average Account Value
    $385,184
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
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 30 top financial advisors.
1
Bryan C. Applequist
CRD#: 4710259
6501 S Fiddler's Green Circle, Ste 300 - 600, 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.

2
Jack G. Barlage
CRD#: 2203940
245 Summer Street, 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.

3
Steven D. Bullock
CRD#: 6989410
6501 S Fiddler's Green Circle, Ste 300 - 600, Greenwood Village, CO 80111

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.

4
Aimee L. Degiovanni
CRD#: 5027892
245 Summer Street, Boston, MA 02210

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. Aimee Degiovanni has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Peter E. Dow
CRD#: 5921199
245 Summer Street, Boston, MA 02210

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.

6
Samuel S. Grenning
CRD#: 4616937
1225 17th St Ste 1100, Denver, CO 80202

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. Samuel Grenning has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Mark D. Halfhill
CRD#: 6452846
1225 17th St Ste 1100, Denver, CO 80202

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. Mark Halfhill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Mark A. Jantzen
CRD#: 1872649
245 Summer Street, Boston, MA 02210

Mark Jantzen (CRD# 1872649) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has over 34 years of experience in the finance industry.

9
Elizabeth A. Johnson
CRD#: 5816144
245 Summer Street, Boston, MA 02210

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.

10
Jingying Li
CRD#: 3245186
245 Summer Street, Boston, MA 02210

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.

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