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 2 of 3

• Amanda D JonesCRD 5242045 · Jacksonville, FL
  IA RegisteredBroker
• Megan JusticeCRD 6208263 · Libertyville, IL
  IA RegisteredBroker
• Benjamin Donald KachurCRD 7130749 · Burlington, MA
  IA RegisteredBroker
• Kiana KashanianCRD 7703820 · Seattle, WA
  IA RegisteredBroker
• Brian M KerinsCRD 6720777 · Millburn, NJ
  IA RegisteredBroker
• Matthew Wayne KernsCRD 5041692 · Boston, MA
  IA Registered
• Owais KhanCRD 7563732 · Smithfield, RI
  IA RegisteredBroker
• Kristian Oliver KnudtsonCRD 5121047 · Greenwood Village, CO
  IA Registered
• Jason KuhnCRD 7230839 · Raleigh, NC
  IA RegisteredBroker
• Micah KurtzbergCRD 5974558 · Atlanta, GA
  IA RegisteredBroker
• Richard Gregory LagasseCRD 1323012 · Bowling Green, VA
  IA RegisteredBroker
• Amy E LangeCRD 5861009 · Bogart, GA
  IA RegisteredBroker
• Fred LassarCRD 2226868 · Greenwood Village, CO
  IA RegisteredBroker
• Ying LeCRD 7162532 · Boston, MA
  IA Registered
• Jingying LiCRD 3245186 · Boston, MA
  IA Registered
• Paul LinCRD 5517832 · Amherst, NH
  IA RegisteredBroker
• Tatianna Michele LongCRD 7474317 · San Francisco, CA
  IA RegisteredRegistration inactive
• Valeria Alexandra LopezCRD 6043941 · Greenwood Village, CO
  IA Registered
• Ronald LottiCRD 5527549 · Dunwoody, GA
  IA RegisteredBroker
• Gerald MalinowCRD 1718747 · Garden City, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Joseph MartelCRD 1758701 · Flower Mound, TX
  IA RegisteredBroker
• Nicholas Joseph MartinCRD 7192664 · Greenwood Village, CO
  IA RegisteredBroker
• Phoebe MartinCRD 8037341 · Fort Myers, FL
  IA RegisteredBroker
• Martin MartoranaCRD 2445080 · Spring, TX
  IA RegisteredBroker
• Matthew D. McdermottCRD 2956887 · Warwick, RI
  IA RegisteredBroker
• Marcus Chiles McgrawCRD 4117814 · Boston, MA
  IA Registered
• Joshua MentleCRD 5088503 · Roswell, GA
  IA RegisteredBroker
• Matthew Gregory MitsisCRD 5941927 · Boston, MA
  IA Registered
• Terry MontoyaCRD 5108671 · Englewood, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Michelle Barbara MorganCRD 5788223 · Boston, MA
  IA Registered
• William L MorrisCRD 1653658 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Ross Gardner MoscatelliCRD 2648840 · Greenwood Village, CO
  IA Registered
• Douglas MouserCRD 3070116 · Chesterfield, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Patrick J. MullinsCRD 4824589 · Midlothian, VA
  IA RegisteredBroker
• Thomas NewtonCRD 2026415 · Midlothian, VA
  IA RegisteredBroker
• Vanna NhemCRD 7860689 · Cranston, RI
  IA RegisteredBroker
  Disclosure event(s) on record
• Bailey A. NicholsCRD 6750781 · Norman, OK
  IA RegisteredBroker
• Erin Rosemarie OrtmeierCRD 6403054 · Greenwood Village, CO
  IA Registered
• Denzel Washington PaigeCRD 6673999 · Greenwood Village, CO
  IA RegisteredRegistration inactive
• Anthony Michael PalasotaCRD 2992127 · Keller, TX
  IA RegisteredBroker
• Jonathan PapacCRD 5562841 · Canton, GA
  IA RegisteredBroker
• Colton B. PayneCRD 7168454 · Friendswood, TX
  IA RegisteredBroker
• Oliver J PertuitCRD 6788527 · Greenwood Village, CO
  IA Registered
• Matthew R PhilipsCRD 5138913 · Midlothian, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• John RafflesCRD 5361026 · Greenwood Village, CO
  IA Registered
• Michael S. RalstonCRD 2753784 · Grand Rapids, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Ryann RandallCRD 6659260 · Greenwood Village, CO
  IA Registered
• Joshua Thomas RaweCRD 5547757 · Covington, KY
  IA RegisteredBroker
• Lorie ReidCRD 2174821 · Highlands Ranch, CO
  IA RegisteredBroker
• Kevin RossdeutscherCRD 3240363 · Garden City, SC
  IA RegisteredBroker

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.