NEW ADVISERS

Strategic Advisers has 13 of 169 first adviser registrations

The full-period count covers first adviser registrations dated October 27, 2026. Brennan Mellor and Bryce Carter were among those listed with Strategic Advisers.

By Maya Chen·Edition ·1 min read

The source-reported first adviser registrations dated October 27, 2026, totaled 169. Strategic Advisers LLC and Edward Jones each accounted for 13 people in the listed-firm distribution.

Brennan Mellor and Bryce Carter each had a first adviser registration dated October 27, 2026, and were listed with Strategic Advisers LLC. Their source-reported branch locations were Smithfield, Rhode Island, and Sarasota, Florida, respectively. Those locations were observed on October 28 and do not establish either person's residence or sole workplace; the listed firm is a current affiliation, not necessarily the firm where a person first registered.

Merrill Lynch, Pierce, Fenner & Smith Incorporated was listed for 10 people, while LPL Financial LLC was listed for seven. The remaining 126 were grouped under all other firms.

Listed-firm distribution of the 169 first adviser registrations dated October 27, 2026: Strategic Advisers LLC, 13 people; Edward Jones, 13; Merrill Lynch, Pierce, Fenner & Smith Incorporated, 10; LPL Financial LLC, 7; all other firms, 126.

First adviser registrations

The advisers below account for all 169 source-reported first adviser registrations on 10/27/2026. 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 1–25 of 169. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Adam Levine822815310/28/202610/27/2026Ameriprise Financial Services, LLC6363Aurora, CO
Adam R. Hanewall782052410/28/202610/27/2026Bluespring Wealth Management, LLC152667Madison, WI
Amanda S. Smolsky833453510/28/202610/27/2026Bridges Investment Management Inc.108028Omaha, NE
Amber C. Hofmeister772422310/28/202610/27/2026Edward Jones250Owosso, MI
Amirah J. Calamito805947410/28/202610/27/2026Charles Schwab & Co., Inc.5393Edgewater, NJ
Andrew C. Strasman217716410/28/202610/27/2026Totem Asset Group, LLC342360Evanston, IL
Andrew R. Stratton743065810/28/202610/27/2026U.S. Bancorp Advisors, LLC14455Glen Carbon, IL
Andrew S. Haake832044910/28/202610/27/2026Edward Jones250St. Louis, MO
Ann-Renee Gargrave768179610/28/202610/27/2026U.S. Bancorp Advisors, LLC14455Washington, MO
Anna M. Aldrich828807310/28/202610/27/2026Cetera Investment Advisers LLC105644Cortland, NY
Annalisa M. Maceda835411010/28/202610/27/2026The Mather Group, LLC156005Portland, OR
Anthony J. Levis712485810/28/202610/27/2026LPL Financial LLC6413San Diego, CA
Anthony P. Abas835514010/28/202610/27/2026J.P. Morgan Securities LLC79Seattle, WA
Arthur J. Keegan428813610/28/202610/27/2026Eagle Strategies LLC110826Melville, NY
Ashley E. Horner835821710/28/202610/27/2026Capital Investment Advisory Services, LLC149124Leander, TX
Bailey E. Greene810098710/28/202610/27/2026Bluespring Wealth Management, LLC152667Madison, WI
Benjamin M. Harbin743022610/28/202610/27/2026Strategic Advisers LLC104555Mason, OH
Bradley W. Richmond832445710/28/202610/27/2026Edward Jones250St. Louis, MO
Brennan Mellor830498010/28/202610/27/2026Strategic Advisers LLC104555Smithfield, RI
Brian H. McKeever316295210/28/202610/27/2026LPL Financial LLC6413Delray Beach, FL
Brian J. Muhitch680669510/28/202610/27/2026T. Rowe Price Advisory Services, Inc.108958Owings Mills, MD
Bryan A. Lavender669786510/28/202610/27/2026Strategic Advisers LLC104555Westlake, TX
Bryan D. Ball562679010/28/202610/27/2026Lincoln Investment519South Ogden, UT
Bryce Carter830466610/28/202610/27/2026Strategic Advisers LLC104555Sarasota, FL
Bryce Lanahan808858410/28/202610/27/2026T. Rowe Price Advisory Services, Inc.108958Owings Mills, MD

Download data (CSV)