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).
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Total Assets Under Management659,550MILLION
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Total Number of Accounts1,712,300ACCOUNTS
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Average Account Value$385,184
- 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.