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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 151–157 of 157. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Trevor N. Crochet789205810/19/202610/16/2026Morgan Stanley149777Purchase, NY
William E. Bunzel835348010/19/202610/16/2026Melius Research312314New York, NY
William K. Flurry565190010/19/202610/16/2026State Farm Investment Management Corp.3487West Point, MS
Yuri M. Crenshaw811696010/19/202610/16/2026Goldman Sachs Wealth Services, L.P.106693Deerfield, IL
Zachary A. Owsley820663110/19/202610/16/2026Ameriprise Financial Services, LLC6363Parkersburg, WV
Zhenyu Zhen787851610/19/202610/16/2026UBS Financial Services Inc.8174San Francisco, CA
Zulema P. Larumbe303469310/19/202610/18/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Frisco, TX

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