NEW ADVISERS
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·Edition ·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.
| Adviser | Individual CRD | Source snapshot date | First registration date | Firm in feed | Firm CRD | Adviser location |
|---|---|---|---|---|---|---|
| Aaliya Fazel | 8316005 | 10/19/2026 | 10/16/2026 | Fisher Investments | 107342 | Plano, TX |
| Abigail R. Rehbeck | 8348957 | 10/19/2026 | 10/16/2026 | Edward Jones | 250 | St. Louis, MO |
| Aidan McMullan | 8232960 | 10/19/2026 | 10/17/2026 | Apella Wealth | 171106 | Wyomissing, PA |
| Aileen A. Williams | 8316863 | 10/19/2026 | 10/17/2026 | Wells Fargo Clearing Services, LLC | 19616 | Lubbock, TX |
| Alexander Franks | 8331811 | 10/19/2026 | 10/16/2026 | CPA Teaches LLC | 344201 | Towson, MD |
| Alexander J. Leisure | 8304401 | 10/19/2026 | 10/16/2026 | Strategic Advisers LLC | 104555 | Covington, KY |
| Allison D. Kinson | 6560197 | 10/19/2026 | 10/16/2026 | Merrill Lynch, Pierce, Fenner & Smith Incorporated | 7691 | Ponte Vedra Beach, FL |
| Amanda L. Neely | 8337145 | 10/19/2026 | 10/16/2026 | Legacy Partners Financial Group, LLC | 137025 | Woodstock, GA |
| Amy L. Wong | 8345586 | 10/19/2026 | 10/17/2026 | Focus Partners Wealth, LLC | 159289 | Portland, OR |
| Ana L. Huff | 8347954 | 10/19/2026 | 10/16/2026 | Johnson Investment Counsel, Inc. | 117054 | Cincinnati, OH |
| Andrew Oslin | 8194505 | 10/19/2026 | 10/16/2026 | Saturna Capital Corporation | 25586 | Bellingham, WA |
| Andrew S. Barboza | 8249073 | 10/19/2026 | 10/16/2026 | Equitable Advisors, LLC | 6627 | Duarte, CA |
| Andrew W. Bryant | 8343551 | 10/19/2026 | 10/16/2026 | David Vaughan Investments, LLC | 105990 | Winter Park, FL |
| Angel Garcia | 8348875 | 10/19/2026 | 10/16/2026 | Cerity Partners LLC | 151559 | Reston, VA |
| Annie E. Fowler | 7316130 | 10/19/2026 | 10/16/2026 | Raymond James Financial Services Advisors, Inc. | 149018 | Nashville, TN |
| Ariana Ahmadi | 8311816 | 10/19/2026 | 10/16/2026 | Valic Financial Advisors, Inc. | 42803 | Herndon, VA |
| Ashlee D. Moehring | 5873283 | 10/19/2026 | 10/16/2026 | Wealthspire Institutional, LLC | 106720 | Portland, OR |
| Ashley N. Caravello | 7914040 | 10/19/2026 | 10/16/2026 | Edward Jones | 250 | St. Louis, MO |
| Billy Morgan | 8287950 | 10/19/2026 | 10/16/2026 | LPL Financial LLC | 6413 | Arvada, CO |
| Bradley S. Gillin | 5011276 | 10/19/2026 | 10/16/2026 | UBS Financial Services Inc. | 8174 | New York, NY |
| Brandon Epstein | 8296601 | 10/19/2026 | 10/16/2026 | Neuberger Berman BD LLC | 2908 | Briarcliff Manor, NY |
| Brennan Bell | 8253447 | 10/19/2026 | 10/16/2026 | State Farm Investment Management Corp. | 3487 | Bend, OR |
| Brian Haeger | 7361766 | 10/19/2026 | 10/16/2026 | Strategic Advisers LLC | 104555 | Carrollton, TX |
| Brian N. Bellinkoff | 7940202 | 10/19/2026 | 10/16/2026 | Strategic Advisers LLC | 104555 | Inglewood, CA |
| Bryan R. Schmitke | 8173747 | 10/19/2026 | 10/16/2026 | Wells Fargo Clearing Services, LLC | 19616 | Fort Worth, TX |