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 21 - 30 of 30 top financial advisors.
21
Benjamin Allen
CRD#: 7793221
245 Summer Street, Boston, MA 02210

Benjamin Allen (CRD# 7793221) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has 1 year of experience in the finance industry.

22
Karlantoine Balan
CRD#: 5172095
245 Summer Street, Boston, MA 02210

Karlantoine Balan (CRD# 5172095) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has 1 year of experience in the finance industry.

23
Matthew W. Kerns
CRD#: 5041692
245 Summer Street, Boston, MA 02210

Matthew Kerns (CRD# 5041692) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has over 17 years of experience in the finance industry.

24
Kristian O. Knudtson
CRD#: 5121047
6501 S Fiddler's Green Circle, Ste 300 - 600, Greenwood Village, CO 80111

Kristian Knudtson (CRD# 5121047) is an Investment Advisor Representative working at Strategic Advisers LLC in Greenwood Village, CO and has over 13 years of experience in the finance industry.

25
Ying Le
CRD#: 7162532
245 Summer Street, Boston, MA 02210

Ying Le (CRD# 7162532) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has 1 year of experience in the finance industry.

26
Gavin C. O'toole
CRD#: 4166293
245 Summer Street, Boston, MA 02210

Gavin O'toole (CRD# 4166293) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has over 17 years of experience in the finance industry.

27
Denzel W. Paige
CRD#: 6673999
6501 S Fiddler's Green Circle, Ste 300 - 600, Greenwood Village, CO 80111

Denzel Paige (CRD# 6673999) is an Investment Advisor Representative working at Strategic Advisers LLC in Greenwood Village, CO and has over 7 years of experience in the finance industry.

28
John Raffles
CRD#: 5361026
6501 S Fiddler's Green Circle, Ste 300 - 600, Greenwood Village, CO 80111

John Raffles (CRD# 5361026) is an Investment Advisor Representative working at Strategic Advisers LLC in Greenwood Village, CO and has 1 year of experience in the finance industry.

29
Ryann Randall
CRD#: 6659260
6501 S Fiddler's Green Circle, Ste 300 - 600, Greenwood Village, CO 80111

Ryann Randall (CRD# 6659260) is an Investment Advisor Representative working at Strategic Advisers LLC in Greenwood Village, CO and has 1 year of experience in the finance industry.

30
Robert K. Shapiro
CRD#: 2254823
245 Summer Street, Boston, MA 02210

Robert Shapiro (CRD# 2254823) is an Investment Advisor Representative working at Strategic Advisers LLC in Boston, MA and has over 31 years of experience in the finance industry.

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