Strategic Advisers lists 10 of 144 first adviser registrations

Thomas Miltchev and Dominic Gravina were among 10 people whose current listed firm was Strategic Advisers LLC in the group of 144 source-reported first adviser registrations dated 10/14/2026. Both have that same first-registration date. The listed firm is the current source-reported affiliation; it does not necessarily identify the firm where a person first registered.

J.P. Morgan Securities LLC was the listed firm for eight people. Melissa R. Summers and Amanda DeFalco are two examples; each has a first-registration date of 10/14/2026. That date identifies a first adviser registration, not a hiring date or evidence of a first industry job.

LPL Financial LLC had seven people listed, while Bluespring Wealth Management, LLC had six. Examples include Joseph L. Kirages and Dan J. Gumabao at LPL, and Jonah D. Kearns and Clay P. Reynolds at Bluespring. Each of the four has a first-registration date of 10/14/2026. Their reported branch locations were Charlotte, North Carolina; Seattle, Washington; and Mansfield, Ohio, respectively for Kirages, Gumabao, Kearns and Reynolds. Branch listings do not establish a person's residence or sole workplace.

The firm distribution accounts for all 144 registrations across 73 firm categories. The 113 people in the “all other firms” category were distributed among those remaining categories; that combined category is not a single firm.

First adviser registrations

The advisers below account for all 144 source-reported first adviser registrations on 10/14/2026. 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.