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 26–50 of 169. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Bryson C. Davis835860510/28/202610/27/2026Florida Financial Advisors, LLC288811Miami Lakes, FL
Carly E. Merrow803327810/28/202610/27/2026Morgan Stanley149777Wellesley, MA
Carter Groomes833541910/28/202610/27/2026&Partners3767Clemson, SC
Casey K. Rhodes772312310/28/202610/27/2026Charles Schwab & Co., Inc.5393Omaha, NE
Cayla F. Huppert613816610/28/202610/27/2026Florida Financial Advisors, LLC288811Philadelphia, PA
Charlotte C. McDowell783272510/28/202610/27/2026Arkadios Wealth Advisors288863Raleigh, NC
Chase H. O'Connor817754910/28/202610/27/2026Strategic Advisers LLC104555Merrimack, NH
Chase R. Sams819114210/28/202610/27/2026LPL Financial LLC6413Duluth, MN
Chelsea E. Bullen822068810/28/202610/27/2026Raymond James Financial Services Advisors, Inc.149018Solana Beach, CA
Christian Castaneda827473910/28/202610/27/2026Strategic Advisers LLC104555Fort Worth, TX
Christian Hall763413410/28/202610/27/2026Edward Jones250Chesapeake, OH
Christopher T. Campbell713854510/28/202610/27/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Greenwood Village, CO
Claudio Brandileone757920610/28/202610/27/2026Ipg Investment Advisors, LLC152990San Diego, CA
Cole P. Miller825314210/28/202610/27/2026Edward Jones250St. Louis, MO
Collin J. Fulton833412310/28/202610/27/2026Morgan Stanley149777Atlanta, GA
Connor A. Yohon786564810/28/202610/27/2026Commonwealth Financial Network8032Overland Park, KS
Dakota L. Meekins815526610/28/202610/27/2026UBS Financial Services Inc.8174Nashville, TN
Daniel J. LaRosa809001510/28/202610/27/2026Ameriprise Financial Services, LLC6363Cheshire, CT
Daniel T. Bader656303810/28/202610/27/2026Avior Wealth Management, LLC148674Tampa, FL
Daniel T. Goldsmith830550810/28/202610/27/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691White Plains, NY
Daniel T. Lynch801782810/28/202610/27/2026Edward Jones250Spring, TX
David B. Igolnikov830399210/28/202610/27/2026Equitable Advisors, LLC6627Tampa, FL
David E. Ledesma826796710/28/202610/27/2026Morgan Stanley149777Sacramento, CA
Declan C. Bondhus835717810/28/202610/27/2026NBZ Investment Advisors, LLC123902Knoxville, TN
Devin D. Smith821688310/28/202610/27/2026Strategic Advisers LLC104555Greenwood Village, CO

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