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).
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Total Assets Under Management824,740MILLION
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Total Number of Accounts1,965,880ACCOUNTS
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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
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.
Marcus McGraw (CRD# 4117814) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has over 23 years of experience in the finance industry.
Matthew Mitsis (CRD# 5941927) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has over 12 years of experience in the finance industry.
Michelle Morgan (CRD# 5788223) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has over 13 years of experience in the finance industry.
Ross Moscatelli (CRD# 2648840) is an Investment Advisor Representative working at Strategic Advisers LLC in Denver, CO and has over 28 years of experience in the finance industry.
Erin Ortmeier (CRD# 6403054) is an Investment Advisor Representative working at Strategic Advisers LLC in Denver, CO and has over 9 years of experience in the finance industry.
Oliver Pertuit (CRD# 6788527) is an Investment Advisor Representative working at Strategic Advisers LLC in Denver, CO and has 1 year of experience in the finance industry.
Susan Sanderson (CRD# 6058010) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has 1 year of experience in the finance industry.
Nicholas Yoo (CRD# 3278742) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has over 24 years of experience in the finance industry.
Anna Yu (CRD# 3032300) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has over 26 years of experience in the finance industry.