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 3 of 3

• Bradley S RushCRD 2432478 · Troy, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Prashant SahniCRD 6820991 · San Antonio, TX
  IA RegisteredRegistration inactive
• Douglas D SaltCRD 2250388 · Salt Lake City, UT
  IA RegisteredBroker
• Nicole SantaroniCRD 7263550 · Carmel, NY
  IA RegisteredBroker
• Derek ScarsoneCRD 8214818 · Orange, CA
  IA RegisteredBroker
• Devan Patrick SefCRD 7256167 · Jacksonville, FL
  IA RegisteredBroker
• Michael ShambachCRD 6994017 · Austin, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Arvin T ShandizCRD 5878815 · Greenwood Village, CO
  IA Registered
  Disclosure event(s) on record
• Robert Kenneth ShapiroCRD 2254823 · Boston, MA
  IA Registered
• Marissa StaffierCRD 7512133 · San Diego, CA
  IA RegisteredBroker
• Hunter D. StallingsCRD 8035254 · Eagle Mountain, UT
  IA RegisteredBroker
• Trey SternCRD 7099653 · Sarasota, FL
  IA RegisteredBroker
• Matthew Thomas StonichCRD 7155169 · Seattle, WA
  IA RegisteredBroker
• John StumpfCRD 2243609 · Mesa, AZ
  IA RegisteredBroker
• Torrey SullivanCRD 7824850 · Merrimack, NH
  IA RegisteredBroker
• Pranav SwaminathanCRD 6927865 · San Francisco, CA
  IA RegisteredRegistration inactive
• William Randall ThatcherCRD 2783896 · Phoenix, AZ
  IA RegisteredBroker
• Justin ThompsonCRD 7861855 · Covington, KY
  IA RegisteredBroker
• Brent ThurberCRD 3242644 · Peoria, AZ
  IA RegisteredBroker
• Mark Charles TruchanCRD 1508128 · Hingham, MA
  IA Registered
• Kyle K. WarnerCRD 5288308 · West Hartford, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Taylor Ryan WelchCRD 7044875 · Keller, TX
  IA RegisteredBroker
• Karen Ann WilliamsCRD 7322433 · Westlake, TX
  IA RegisteredBroker
• Kevin WinlandCRD 6257375 · Greenwood Village, CO
  IA Registered
• Brendon Hideo YiCRD 8004428 · Santa Clara, CA
  IA RegisteredBroker
• Nicholas Edward YooCRD 3278742 · Boston, MA
  IA Registered
• Daniel YusupCRD 4639035 · Boston, MA
  IA RegisteredRegistration inactive

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.