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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 126–150 of 157. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Nicole L. Humphrey822879810/19/202610/18/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691New York, NY
Noah Andrade835512210/19/202610/16/2026Palomar Advisors Inc.285358San Diego, CA
Noah M. Johnson727323710/19/202610/16/2026Clifford Alan Inc.344225Webster, NY
Paul J. Mancuso567746810/19/202610/16/2026J.P. Morgan Securities LLC79New York, NY
Paul T. Sebastian817122910/19/202610/16/2026Integrated Financial Planning Services17935Not reported
Raiyan Minhas803144310/19/202610/16/2026Park Avenue Securities LLC46173Brooklyn, NY
Raymond J. Corcoran835347910/19/202610/16/2026Equitable Advisors, LLC6627Brooklyn, NY
Rebecca Bisrat826993110/19/202610/17/2026Citigroup Global Markets Inc.7059Ny, NY
Richard C. Palo747312410/19/202610/17/2026Strategic Advisers LLC104555Jacksonville, FL
Riley Miller826995110/19/202610/16/2026Citigroup Global Markets Inc.7059New York, NY
Robert S. Wilson749281910/19/202610/16/2026Cetera Investment Advisers LLC105644Wexford, PA
Ryan C. Angott811597110/19/202610/16/2026Goldman Sachs Wealth Services, L.P.106693Canonsburg, PA
Ryan M. Harrison732844310/19/202610/16/2026Morgan Stanley149777Purchase, NY
Samuel Dickson828040110/19/202610/16/2026Bankers Life Advisory Services, Inc.281285Syracuse, NY
Sean W. Fitzpatrick454614010/19/202610/16/2026Janney Montgomery Scott LLC463Dallas, TX
Seve R. Alexander814961710/19/202610/16/2026First Fidelity Wealth Management LLC339843New Braunfels, TX
Shajuana Henry833962610/19/202610/16/2026Westfuller Advisors, LLC155054Jersey City, NJ
Solomon Stewart582317210/19/202610/16/2026Wealthspire Institutional, LLC106720Aliso Viejo, CA
Sterling Yepiz-Cook748289210/19/202610/16/2026Strategic Advisers LLC104555Denver, CO
Steven R. Curtis613025110/19/202610/16/2026Insight Investment Solutions165889Eugene, OR
Subramaniam Ramamirtham817818110/19/202610/16/2026Amicus Advisors LLC339097Vienna, VA
Thomas J. Stivers835425210/19/202610/16/2026Jim Saulnier & Associates, LLC169889Athens, GA
Thomas R. Tirrell696481310/19/202610/16/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Missoula, MT
Timothy Geissel834943910/19/202610/16/2026Equitable Advisors, LLC6627New York, NY
Travis Lamb831838910/19/202610/16/2026J.P. Morgan Securities LLC79New Albany, OH

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