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
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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 25 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 12 years of experience in the finance industry.