Strategic Advisers has 13 of 169 first adviser registrations

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.