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 26–50 of 157. The CSV contains the complete table.
| Adviser | Individual CRD | Source snapshot date | First registration date | Firm in feed | Firm CRD | Adviser location |
|---|---|---|---|---|---|---|
| Caitlin P. Morris | 8348086 | 10/19/2026 | 10/16/2026 | J.P. Morgan Securities LLC | 79 | New York, NY |
| Caleb Kimball | 6673707 | 10/19/2026 | 10/16/2026 | LPL Financial LLC | 6413 | Modesto, CA |
| Carson H. VanSytzama | 8186803 | 10/19/2026 | 10/16/2026 | Principal Securities, Inc. | 1137 | Minnetonka, MN |
| Catherine Hildebrand | 7976497 | 10/19/2026 | 10/16/2026 | UBS Financial Services Inc. | 8174 | Chicago, IL |
| Cesar A. Martinez | 8314804 | 10/19/2026 | 10/16/2026 | Cresta Advisors | 169641 | Laredo, TX |
| Cheryl Wenzel | 7512344 | 10/19/2026 | 10/16/2026 | Osaic Wealth, Inc. | 23131 | Mishawaka, IN |
| Colby M. Magliozzi | 7918583 | 10/19/2026 | 10/16/2026 | Morgan Stanley | 149777 | Wellesley, MA |
| Connor A. Casten | 8055031 | 10/19/2026 | 10/16/2026 | Morgan Stanley | 149777 | Gilbert, AZ |
| Connor J. LaRock | 7788877 | 10/19/2026 | 10/16/2026 | Goldman Sachs Wealth Services, L.P. | 106693 | Cohoes, NY |
| Daniel J. Ator | 8218880 | 10/19/2026 | 10/16/2026 | LPL Enterprise, LLC | 8733 | North Bethesda, MD |
| Daniel Mehari | 8202987 | 10/19/2026 | 10/16/2026 | Merrill Lynch, Pierce, Fenner & Smith Incorporated | 7691 | Fort Worth, TX |
| Daniel P. Carter | 8087132 | 10/19/2026 | 10/16/2026 | Mariner Independent | 305418 | Baton Rouge, LA |
| Danielle Bellefeuille | 7908241 | 10/19/2026 | 10/16/2026 | MML Investors Services, LLC | 10409 | Winter Springs, FL |
| Dante N. Ferrante | 8306094 | 10/19/2026 | 10/16/2026 | Benjamin F. Edwards & Company, Inc. | 146936 | St. Louis, MO |
| David Campbell | 8357388 | 10/19/2026 | 10/16/2026 | Mariner Wealth | 289886 | Overland Park, KS |
| David S. Page | 8356791 | 10/19/2026 | 10/17/2026 | Marian Investor Coaching, Inc. | 152951 | Greenwood, IN |
| Devin M. Laserna | 8272443 | 10/19/2026 | 10/16/2026 | Strategic Advisers LLC | 104555 | West Chester, PA |
| Dexter L. Varrelmann | 8263552 | 10/19/2026 | 10/16/2026 | Rockefeller Financial LLC | 291361 | Los Angeles, CA |
| Dezeray Ramos | 7315431 | 10/19/2026 | 10/16/2026 | Strategic Advisers LLC | 104555 | Haslet, TX |
| Dominique C. Jackson | 6787319 | 10/19/2026 | 10/16/2026 | Fifth Third Securities, Inc. | 628 | Torrance, CA |
| Donald W. Lennox | 7565798 | 10/19/2026 | 10/16/2026 | Prospera Financial Services, Inc. | 10740 | Rochester, NY |
| Durene L. Wilhelmi | 7391593 | 10/19/2026 | 10/16/2026 | Wealthspire Institutional, LLC | 106720 | Salisbury, MD |
| Eddie Dubose | 7427783 | 10/19/2026 | 10/16/2026 | First Citizens Investor Services, Inc. | 44430 | Raleigh, NC |
| Elaine T. Anderson | 7035407 | 10/19/2026 | 10/16/2026 | Vanguard Advisers, Inc. | 106715 | Scottsdale, AZ |
| Elizabeth E. Morkert | 8137845 | 10/19/2026 | 10/16/2026 | Edward Jones | 250 | St. Louis, MO |