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 76–100 of 169. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Jackson Bennice827715210/28/202610/27/2026Independent Financial Group, LLC7717Miami, FL
Jackson Tiller753032710/28/202610/27/2026TD Private Client Wealth LLC164484Mount Pleasant, SC
Jacob Alba823168210/28/202610/27/2026Osaic Wealth, Inc.23131Alpharetta, GA
Jacob Needle817968210/28/202610/27/2026Florida Financial Advisors, LLC288811Denver, CO
Jacob Wollensak726906710/28/202610/27/2026BNY Mellon Securities Corporation231New York, NY
James B. Bernstein809004710/28/202610/27/2026Eagle Strategies LLC110826Maitland, FL
James S. McAllister825141410/28/202610/27/2026LPL Financial LLC6413Dalton, GA
Jeffrey A. Babcock528338110/28/202610/27/2026State Farm Investment Management Corp.3487Cutler Bay, FL
Jeffrey Bischoff836154510/28/202610/27/2026RMR Wealth Builders, Inc.169005Montclair, NJ
Jennifer D. Sutterfield802838910/28/202610/27/2026Edward Jones250St. Louis, MO
Jerilynn Schulz712931010/28/202610/27/2026Edward Jones250New Richmond, WI
Jerome Rossi461796610/28/202610/27/2026B. Riley Wealth Advisors, Inc.115927New Windsor, NY
Jessica Richardson719314610/28/202610/27/2026State Farm Investment Management Corp.3487Canton, OH
Johnny D. Barney814620910/28/202610/27/2026Bankers Life Advisory Services, Inc.281285Clermont, FL
Jordan Miller809987610/28/202610/27/2026FBL Wealth Management, LLC291396West Des Moines, IA
Joseph C. Naasko682775510/28/202610/27/2026Osaic Wealth, Inc.23131Scottsdale, AZ
Joseph J. Greene727223210/28/202610/27/2026Bluespring Wealth Management, LLC152667Madison, WI
Joseph R. Shaposhnik775986710/28/202610/27/2026Rainwater Equity LLC333696Santa Monica, CA
Joshua Do824851710/28/202610/27/2026MML Investors Services, LLC10409Oklahoma City, OK
Joshua F. Burns832932210/28/202610/27/2026HB Wealth316731Atlanta, GA
Joshua M. King830996210/28/202610/27/2026Transamerica Financial Advisors, LLC16164Dayton, OH
Joshua O. Pendergast822285610/28/202610/27/2026Ameriprise Financial Services, LLC6363Franklin, TN
Joshua R. McKelvey785824410/28/202610/27/2026Key Investment Services LLC136300Skippack, PA
Juliet Weber823842710/28/202610/27/2026LPL Enterprise, LLC8733Lake Oswego, OR
Justin Scotto764601410/28/202610/27/2026Tomoro340227Red Bank, NJ

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