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 126–150 of 157. The CSV contains the complete table.
| Adviser | Individual CRD | Source snapshot date | First registration date | Firm in feed | Firm CRD | Adviser location |
|---|---|---|---|---|---|---|
| Nicole L. Humphrey | 8228798 | 10/19/2026 | 10/18/2026 | Merrill Lynch, Pierce, Fenner & Smith Incorporated | 7691 | New York, NY |
| Noah Andrade | 8355122 | 10/19/2026 | 10/16/2026 | Palomar Advisors Inc. | 285358 | San Diego, CA |
| Noah M. Johnson | 7273237 | 10/19/2026 | 10/16/2026 | Clifford Alan Inc. | 344225 | Webster, NY |
| Paul J. Mancuso | 5677468 | 10/19/2026 | 10/16/2026 | J.P. Morgan Securities LLC | 79 | New York, NY |
| Paul T. Sebastian | 8171229 | 10/19/2026 | 10/16/2026 | Integrated Financial Planning Services | 17935 | Not reported |
| Raiyan Minhas | 8031443 | 10/19/2026 | 10/16/2026 | Park Avenue Securities LLC | 46173 | Brooklyn, NY |
| Raymond J. Corcoran | 8353479 | 10/19/2026 | 10/16/2026 | Equitable Advisors, LLC | 6627 | Brooklyn, NY |
| Rebecca Bisrat | 8269931 | 10/19/2026 | 10/17/2026 | Citigroup Global Markets Inc. | 7059 | Ny, NY |
| Richard C. Palo | 7473124 | 10/19/2026 | 10/17/2026 | Strategic Advisers LLC | 104555 | Jacksonville, FL |
| Riley Miller | 8269951 | 10/19/2026 | 10/16/2026 | Citigroup Global Markets Inc. | 7059 | New York, NY |
| Robert S. Wilson | 7492819 | 10/19/2026 | 10/16/2026 | Cetera Investment Advisers LLC | 105644 | Wexford, PA |
| Ryan C. Angott | 8115971 | 10/19/2026 | 10/16/2026 | Goldman Sachs Wealth Services, L.P. | 106693 | Canonsburg, PA |
| Ryan M. Harrison | 7328443 | 10/19/2026 | 10/16/2026 | Morgan Stanley | 149777 | Purchase, NY |
| Samuel Dickson | 8280401 | 10/19/2026 | 10/16/2026 | Bankers Life Advisory Services, Inc. | 281285 | Syracuse, NY |
| Sean W. Fitzpatrick | 4546140 | 10/19/2026 | 10/16/2026 | Janney Montgomery Scott LLC | 463 | Dallas, TX |
| Seve R. Alexander | 8149617 | 10/19/2026 | 10/16/2026 | First Fidelity Wealth Management LLC | 339843 | New Braunfels, TX |
| Shajuana Henry | 8339626 | 10/19/2026 | 10/16/2026 | Westfuller Advisors, LLC | 155054 | Jersey City, NJ |
| Solomon Stewart | 5823172 | 10/19/2026 | 10/16/2026 | Wealthspire Institutional, LLC | 106720 | Aliso Viejo, CA |
| Sterling Yepiz-Cook | 7482892 | 10/19/2026 | 10/16/2026 | Strategic Advisers LLC | 104555 | Denver, CO |
| Steven R. Curtis | 6130251 | 10/19/2026 | 10/16/2026 | Insight Investment Solutions | 165889 | Eugene, OR |
| Subramaniam Ramamirtham | 8178181 | 10/19/2026 | 10/16/2026 | Amicus Advisors LLC | 339097 | Vienna, VA |
| Thomas J. Stivers | 8354252 | 10/19/2026 | 10/16/2026 | Jim Saulnier & Associates, LLC | 169889 | Athens, GA |
| Thomas R. Tirrell | 6964813 | 10/19/2026 | 10/16/2026 | Merrill Lynch, Pierce, Fenner & Smith Incorporated | 7691 | Missoula, MT |
| Timothy Geissel | 8349439 | 10/19/2026 | 10/16/2026 | Equitable Advisors, LLC | 6627 | New York, NY |
| Travis Lamb | 8318389 | 10/19/2026 | 10/16/2026 | J.P. Morgan Securities LLC | 79 | New Albany, OH |