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··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 76–100 of 157. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
John N. Bergen833298810/19/202610/16/2026MML Investors Services, LLC10409Fairfield, NJ
Jorge A. V. Picon815414610/19/202610/16/2026Acp Capital Management, LLC138556Miami, FL
Jose L. Lopez786785310/19/202610/16/2026Charles Schwab & Co., Inc.5393Burlington, MA
Joseph Rass830281310/19/202610/16/2026LPL Financial LLC6413Fairfield, NJ
Juan P. R. Fernandez826964510/19/202610/17/2026Citigroup Global Markets Inc.7059New York, NY
Juan S. R. Saavedra727124210/19/202610/16/2026Charles Schwab & Co., Inc.5393Westlake, TX
Juliana L. Rodriguez715419210/19/202610/16/2026J.P. Morgan Securities LLC79New York, NY
Julianne Mason792692810/19/202610/16/2026Ameriprise Financial Services, LLC6363Minneapolis, MN
Justin A. Maritato729928010/19/202610/16/2026Citizens Securities, Inc.39550Conshohocken, PA
Justin L. Sittig835598710/19/202610/16/2026H. L. Ormond & Company, LLC313593Greenville, NC
Justin Piskorski835161210/19/202610/17/2026Apella Wealth171106West Hartford, CT
Kacper Czerkies823763710/19/202610/16/2026Strategic Advisers LLC104555Naperville, IL
Kaden N. Kroslak833652710/19/202610/18/2026Scofield & Company, LLC105589Fairlawn, OH
Karl L. Werner696527910/19/202610/17/2026Neuberger Berman BD LLC2908New York, NY
Katelyn E. Parrella826427910/19/202610/16/2026Morgan Stanley149777Short Hills, NJ
Kayla M. Whitaker683265410/19/202610/16/2026Montag105756Atlanta, GA
Kelly Pelino805646210/19/202610/16/2026Wealthspire Institutional, LLC106720Los Angeles, CA
Kendra M. Kothe814852910/19/202610/16/2026RBC Capital Markets, LLC31194Colorado Springs, CO
Kevin C. Corder816055610/19/202610/16/2026Ameriprise Financial Services, LLC6363Bellevue, WA
Kevin R. Raymond286374010/19/202610/16/2026Wealthspire Institutional, LLC106720Portland, OR
Kristen Johnson645383410/19/202610/16/2026Prospera Financial Services, Inc.10740Dallas, TX
Kristin R. Cunningham820812110/19/202610/16/2026Osaic Wealth, Inc.23131Wabash, IN
Kurtiss D. Gainey820127410/19/202610/16/2026Eagle Strategies LLC110826Reno, NV
Laura M. Moody631713410/19/202610/16/2026State Farm Investment Management Corp.3487Kissimmee, FL
Lee Nelson813775810/19/202610/16/2026Strategic Advisers LLC104555Austin, TX

Download data (CSV)