Strategic Advisers LLC: 22 of 224 first adviser registrations

Strategic Advisers LLC was the current listed affiliation for 22 of the 224 source-reported first adviser registrations dated October 2 through October 4, 2026. Katherine Amburgey had a first-registration date of October 4; Nicholas J. D'Angelo had a date of October 3. The listed firm is not necessarily the firm where a person first registered.

The roster also lists Roberto Montano and Savannah G. H. Grunkemeyer with J.P. Morgan Securities LLC as their current affiliation; each had a first-adviser-registration date of October 4, 2026.

Tyson R. Cotter and Lucas F. Wakamatsu are listed with LPL Financial LLC, while Kevin Xie and Manuel Salcedo are listed with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Each had a first-adviser-registration date of October 4, 2026.

A first adviser registration does not establish a hiring date or career start. The firm listed for an adviser is the current source-reported affiliation, which may not be the firm where that person first registered.

First adviser registrations

The advisers below account for all 224 source-reported first adviser registrations from 10/02/2026 through 10/04/2026. Firms and branches reflect affiliations currently reported for each adviser, which may differ from those at first registration. These dates do not establish hires or career starts, and branches do not establish residence or exclusive workplaces.