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Strategic Advisers lists 17 of 157 first adviser registrations

From 10/16/2026 through 10/18/2026, Strategic Advisers LLC was the listed firm for 17 of 157 source-reported first adviser registrations.

By Maya Chen··1 min read

Strategic Advisers LLC was the listed firm for 17 of the 157 source-reported first adviser registrations dated from 10/16/2026 through 10/18/2026. The firm count is part of the complete period roster, which groups registrations by the current firm affiliation shown in the source.

Richard C. Palo had a first adviser registration dated 10/17/2026, with Strategic Advisers LLC listed as his current affiliation. Matthew T. Demarco had a first adviser registration dated 10/16/2026, also with Strategic Advisers LLC listed. The listed firm is not necessarily the firm where either person first registered.

These are first adviser registration dates, not hiring dates or evidence of when someone began a career in financial services. The source-listed branch locations for these examples were Jacksonville, Florida, for Palo and Paramus, New Jersey, for Demarco, based on a 10/19/2026 location snapshot; a branch listing does not establish a residence or sole workplace.

First adviser registrations

The advisers below account for all 157 source-reported first adviser registrations from 10/16/2026 through 10/18/2026. 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.

Showing rows 1–25 of 157. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Aaliya Fazel831600510/19/202610/16/2026Fisher Investments107342Plano, TX
Abigail R. Rehbeck834895710/19/202610/16/2026Edward Jones250St. Louis, MO
Aidan McMullan823296010/19/202610/17/2026Apella Wealth171106Wyomissing, PA
Aileen A. Williams831686310/19/202610/17/2026Wells Fargo Clearing Services, LLC19616Lubbock, TX
Alexander Franks833181110/19/202610/16/2026CPA Teaches LLC344201Towson, MD
Alexander J. Leisure830440110/19/202610/16/2026Strategic Advisers LLC104555Covington, KY
Allison D. Kinson656019710/19/202610/16/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Ponte Vedra Beach, FL
Amanda L. Neely833714510/19/202610/16/2026Legacy Partners Financial Group, LLC137025Woodstock, GA
Amy L. Wong834558610/19/202610/17/2026Focus Partners Wealth, LLC159289Portland, OR
Ana L. Huff834795410/19/202610/16/2026Johnson Investment Counsel, Inc.117054Cincinnati, OH
Andrew Oslin819450510/19/202610/16/2026Saturna Capital Corporation25586Bellingham, WA
Andrew S. Barboza824907310/19/202610/16/2026Equitable Advisors, LLC6627Duarte, CA
Andrew W. Bryant834355110/19/202610/16/2026David Vaughan Investments, LLC105990Winter Park, FL
Angel Garcia834887510/19/202610/16/2026Cerity Partners LLC151559Reston, VA
Annie E. Fowler731613010/19/202610/16/2026Raymond James Financial Services Advisors, Inc.149018Nashville, TN
Ariana Ahmadi831181610/19/202610/16/2026Valic Financial Advisors, Inc.42803Herndon, VA
Ashlee D. Moehring587328310/19/202610/16/2026Wealthspire Institutional, LLC106720Portland, OR
Ashley N. Caravello791404010/19/202610/16/2026Edward Jones250St. Louis, MO
Billy Morgan828795010/19/202610/16/2026LPL Financial LLC6413Arvada, CO
Bradley S. Gillin501127610/19/202610/16/2026UBS Financial Services Inc.8174New York, NY
Brandon Epstein829660110/19/202610/16/2026Neuberger Berman BD LLC2908Briarcliff Manor, NY
Brennan Bell825344710/19/202610/16/2026State Farm Investment Management Corp.3487Bend, OR
Brian Haeger736176610/19/202610/16/2026Strategic Advisers LLC104555Carrollton, TX
Brian N. Bellinkoff794020210/19/202610/16/2026Strategic Advisers LLC104555Inglewood, CA
Bryan R. Schmitke817374710/19/202610/16/2026Wells Fargo Clearing Services, LLC19616Fort Worth, TX

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