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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 26–50 of 157. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Caitlin P. Morris834808610/19/202610/16/2026J.P. Morgan Securities LLC79New York, NY
Caleb Kimball667370710/19/202610/16/2026LPL Financial LLC6413Modesto, CA
Carson H. VanSytzama818680310/19/202610/16/2026Principal Securities, Inc.1137Minnetonka, MN
Catherine Hildebrand797649710/19/202610/16/2026UBS Financial Services Inc.8174Chicago, IL
Cesar A. Martinez831480410/19/202610/16/2026Cresta Advisors169641Laredo, TX
Cheryl Wenzel751234410/19/202610/16/2026Osaic Wealth, Inc.23131Mishawaka, IN
Colby M. Magliozzi791858310/19/202610/16/2026Morgan Stanley149777Wellesley, MA
Connor A. Casten805503110/19/202610/16/2026Morgan Stanley149777Gilbert, AZ
Connor J. LaRock778887710/19/202610/16/2026Goldman Sachs Wealth Services, L.P.106693Cohoes, NY
Daniel J. Ator821888010/19/202610/16/2026LPL Enterprise, LLC8733North Bethesda, MD
Daniel Mehari820298710/19/202610/16/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Fort Worth, TX
Daniel P. Carter808713210/19/202610/16/2026Mariner Independent305418Baton Rouge, LA
Danielle Bellefeuille790824110/19/202610/16/2026MML Investors Services, LLC10409Winter Springs, FL
Dante N. Ferrante830609410/19/202610/16/2026Benjamin F. Edwards & Company, Inc.146936St. Louis, MO
David Campbell835738810/19/202610/16/2026Mariner Wealth289886Overland Park, KS
David S. Page835679110/19/202610/17/2026Marian Investor Coaching, Inc.152951Greenwood, IN
Devin M. Laserna827244310/19/202610/16/2026Strategic Advisers LLC104555West Chester, PA
Dexter L. Varrelmann826355210/19/202610/16/2026Rockefeller Financial LLC291361Los Angeles, CA
Dezeray Ramos731543110/19/202610/16/2026Strategic Advisers LLC104555Haslet, TX
Dominique C. Jackson678731910/19/202610/16/2026Fifth Third Securities, Inc.628Torrance, CA
Donald W. Lennox756579810/19/202610/16/2026Prospera Financial Services, Inc.10740Rochester, NY
Durene L. Wilhelmi739159310/19/202610/16/2026Wealthspire Institutional, LLC106720Salisbury, MD
Eddie Dubose742778310/19/202610/16/2026First Citizens Investor Services, Inc.44430Raleigh, NC
Elaine T. Anderson703540710/19/202610/16/2026Vanguard Advisers, Inc.106715Scottsdale, AZ
Elizabeth E. Morkert813784510/19/202610/16/2026Edward Jones250St. Louis, MO

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