Strategic Advisers LLC

Firm record

As recorded in SEC IAPD

Firm CRD

104555

SEC number

801-13243

Firm type

RIA

Assets under management

$1.4T as of Mar 30, 2026

Website

www.linkedin.com/showcase/womentalkmoney ↗

Phone

617-563-7000

Address

155 Seaport Blvd, Boston, MA, 02210-2698

Advisors at this firm

127 in our index · page 1 of 3

• Benjamin AllenCRD 7793221 · Boston, MA
  IA Registered
• Timothy L. AmonsCRD 6734999 · New Market, MD
  IA RegisteredBroker
• Johnny AndersonCRD 4913299 · Arlington, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew Alexander ApkarianCRD 6666586 · Boston, MA
  IA RegisteredRegistration inactive
• Bryan C ApplequistCRD 4710259 · Greenwood Village, CO
  IA Registered
• Patrick ArchuletaCRD 6765124 · Albuquerque, NM
  IA RegisteredBroker
• Nicholas G. AubeCRD 7385332 · Denver, CO
  IA RegisteredBroker
• Zacharia BadawiCRD 6854574 · The Villages, FL
  IA RegisteredBroker
• Joshua R BaileyCRD 5425302 · Greenwood Village, CO
  IA RegisteredRegistration inactive
• Karlantoine BalanCRD 5172095 · Boston, MA
  IA Registered
• Emily M BandoniCRD 7265359 · Golden, CO
  IA RegisteredBroker
• Joseph Graham BoggioCRD 7231296 · Midlothian, VA
  IA RegisteredBroker
• Douglas BottlemyCRD 1344893 · Greenwood Village, CO
  IA RegisteredBroker
• Cogdell O BradshawCRD 2064933 · Houston, TX
  IA RegisteredBroker
• John BroughCRD 7750092 · Farmington, UT
  IA RegisteredBroker
• Gian Luca BruderCRD 8166926 · St. Louis, MO
  IA RegisteredBroker
• Catherine Whitney BurnsCRD 6851579 · Morrison, CO
  IA RegisteredBroker
• Max BurskCRD 7482127 · Covington, KY
  IA RegisteredBroker
• James Joseph CossetteCRD 7148326 · New York, NY
  IA RegisteredBroker
• Allison Ainsley CriswellCRD 8038468 · Annapolis, MD
  IA RegisteredBroker
• Rene Padilla CasisCRD 4113704 · San Francisco, CA
  IA RegisteredRegistration inactive
• Jeffrey B. DavisCRD 5972961 · Lawrenceville, GA
  IA RegisteredBroker
• Jennie DavisCRD 5467354 · Washington, DC
  IA RegisteredBroker
• Aimee L. DegiovanniCRD 5027892 · Boston, MA
  IA Registered
• Joseph Anthony DegongeCRD 2654371 · Alpharetta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Alexander DeikoCRD 7911849 · Boston, MA
  IA Registered
• Emily Ryan DesimoneCRD 4851860 · Moorpark, CA
  IA RegisteredRegistration inactive
• Adil DiouriCRD 7759375 · Boston, MA
  IA Registered
• Victoria DomingoCRD 1589868 · Savannah, GA
  IA RegisteredBroker
• Peter Edward DowCRD 5921199 · Boston, MA
  IA Registered
• Collin H DufraneCRD 7638760 · Roanoke, TX
  IA RegisteredBroker
• Byron EllerCRD 2860434 · Stratford, CT
  IA RegisteredBroker
• Robert G EvansCRD 4974113 · Greenwood Village, CO
  IA RegisteredRegistration inactive
• Natalie D FabrizioCRD 7122353 · Boston, MA
  IA Registered
• Nuno Gomes FernandesCRD 2531701 · San Francisco, CA
  IA Registered
• Bryan FinkCRD 6989418 · Boston, MA
  IA Registered
• Ryan P. FinnertyCRD 5817859 · Atlanta, GA
  IA RegisteredBroker
• Timothy A. GarbeCRD 6133439 · Bolingbrook, IL
  IA RegisteredBroker
• Kenneth Thomas GeraghtyCRD 5798393 · Atlanta, GA
  IA RegisteredBroker
• James GersonCRD 5372203 · St Petersburg, FL
  IA RegisteredBroker
• Sam GiahiCRD 7785624 · Irvine, CA
  IA RegisteredBroker
• Eric GibbsCRD 2767474 · West Suffield, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Kyle Robert GibsonCRD 7755395 · Clifton, VA
  IA RegisteredBroker
• Chad Evan GoodrichCRD 6302072 · Richmond, TX
  IA RegisteredBroker
• Kevin W GraceCRD 6190245 · Merrimack, NH
  IA RegisteredBroker
• Samuel Stuart GrenningCRD 4616937 · San Francisco, CA
  IA Registered
• Mark David HalfhillCRD 6452846 · Greenwood Village, CO
  IA Registered
• Simon Scott HallCRD 7565234 · San Diego, CA
  IA RegisteredBroker
• Devin Scott JasterCRD 8186980 · Salt Lake City, UT
  IA RegisteredBroker
• Elizabeth Anne JohnsonCRD 5816144 · Boston, MA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.