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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 51–75 of 157. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Elizabeth Landreth696223710/19/202610/16/2026Acorns165926Wilmington, NC
Elizabeth T. Phan836105510/19/202610/18/2026First Pacific Financial, Inc.284736Vancouver, WA
Eloise J. C. Lacey811433810/19/202610/16/2026Strategic Advisers LLC104555Village Of Clarkston, MI
Francois Mostert831545810/19/202610/16/2026Fisher Investments107342Plano, TX
Gabriel Catania809315810/19/202610/16/2026Strategic Advisers LLC104555Wayne, NJ
Gajanthan Balakaneshan545429910/19/202610/16/2026Principal Securities, Inc.1137Verona, WI
Gary W. Pearson309318710/19/202610/16/2026Strategic Advisers LLC104555Merrimack, NH
Gent Varfi834122710/19/202610/16/2026J.P. Morgan Securities LLC79Columbus, OH
George W. Mudford742867610/19/202610/16/2026Raymond James Financial Services Advisors, Inc.149018Durango, CO
Gianna C. Truisi835470810/19/202610/16/202649 Financial319484Charlotte, NC
Grant A. Dalton816732210/19/202610/16/2026Charles Schwab & Co., Inc.5393Mountain Brook, AL
Hayden H. Stone828523110/19/202610/16/2026Culbreth Wealth Management325196Dacula, GA
Hector A. M. Vazquez716555810/19/202610/16/2026Eagle Strategies LLC110826San Francisco, CA
Ian V. V. Barbosa811737710/19/202610/16/2026Goldman Sachs Wealth Services, L.P.106693Deerfield, IL
Jack F. Hauswirth778491210/19/202610/16/2026TIAA-CREF Individual & Institutional Services, LLC20472Frisco, TX
Jacob Siefkes823394010/19/202610/16/2026KWB Wealth300921Redlands, CA
Jalynn N. L. Allen827222610/19/202610/16/2026Strategic Advisers LLC104555Little Rock, AR
James W. Ramsey822073610/19/202610/16/2026LPL Financial LLC6413Erie, PA
Japjit Perumalla697676010/19/202610/16/2026LPL Financial LLC6413Modesto, CA
Javier D. L. Torre787131410/19/202610/16/2026103 Advisory Group314694Chicago, IL
Jekabs P. Otankis772023610/19/202610/16/2026Vanguard Advisers, Inc.106715Plano, TX
Jennifer Merola740582510/19/202610/16/2026Strategic Advisers LLC104555Fairfield, CT
Jennifer T. Forster278092310/19/202610/16/2026Para Capital Group, LLC343839Cheyenne, WY
Jeremy R. Newport836087810/19/202610/16/2026Creative Planning105348Overland Park, KS
John Callis814208210/19/202610/16/2026Capital Client Group, Inc.6247New York, NY

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