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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 101–125 of 157. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Lincoln Straub790587110/19/202610/16/2026Schwab Wealth Advisory, Inc.159035Indianapolis, IN
Logan E. Hilger797561610/19/202610/16/2026Strategic Advisers LLC104555Dorchester, MA
Luis D. T. Burbano821564010/19/202610/16/2026PFS Investments Inc.10111Riverside, CA
Luke G. Damboise833408410/19/202610/16/2026Equitable Advisors, LLC6627Woodbridge, NJ
Luke M. Thatcher833059610/19/202610/16/2026Keystone Private Wealth301924Palm Desert, CA
Mackenzie A. Mendoza673748610/19/202610/16/2026Morgan Stanley149777Melville, NY
Madison L. O'Connor774048810/19/202610/16/2026Schwab Wealth Advisory, Inc.159035Indianapolis, IN
Maika Heck834077210/19/202610/17/2026Vantage Wealth Management, LLC152374San Mateo, CA
Marc J. Shapiro492035210/19/202610/17/2026Shapiro Asset Management, LLC146104Denville, NJ
Marc L. Davis711906510/19/202610/16/2026Cary Street Partners Asset Management289178Summit, NJ
Mariah J. Champness835492610/19/202610/16/2026Christian Financial Advisors165811New Braunfels, TX
Marine A. Degryse826690710/19/202610/16/2026Morgan Stanley149777New York, NY
Matthew G. Olivio809112510/19/202610/16/2026Raymond James Financial Services Advisors, Inc.149018Metairie, LA
Matthew P. Evich737695110/19/202610/16/2026Morgan Stanley149777Frederick, MD
Matthew T. Demarco830443210/19/202610/16/2026Strategic Advisers LLC104555Paramus, NJ
Matthew W. Cecil834528610/19/202610/16/2026Equitable Advisors, LLC6627Dallas, TX
Michael Falco731033410/19/202610/16/2026Ameriprise Financial Services, LLC6363Branchburg, NJ
Michael J. Proulx821688710/19/202610/16/2026Strategic Advisers LLC104555Merrimack, NH
Michaela A. Salamone750237310/19/202610/16/2026UBS Financial Services Inc.8174New York, NY
Michele C. Hom833244010/19/202610/16/2026Jordan Park Group LLC287755New York, NY
Mofolafoluwa Laolu-Akande809276410/19/202610/17/2026Citigroup Global Markets Inc.7059New York, NY
Molly Wilder801549910/19/202610/16/2026Ameriprise Financial Services, LLC6363Birmingham, AL
Morgan D. Quigley702856110/19/202610/16/2026Wealthspire Institutional, LLC106720Aliso Viejo, CA
Morgan Roberts772581710/19/202610/16/2026Osaic Institutions, Inc.35371Phoenix, AZ
Natalie F. Radebaugh833420410/19/202610/16/2026Corient319448Wayne, PA

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