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 126–150 of 169. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Miguel A. Kane835874310/28/202610/27/2026Maslow Wealth Advisors107722Austin, TX
Mohd U. A. Khatri815183410/28/202610/27/2026KCD Financial, Inc.127473Orlando, FL
Nathan R. Dunnavant810666210/28/202610/27/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Orlando, FL
Nicholas Bartunek773203310/28/202610/27/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Plano, TX
Nicholas J. Burns831995110/28/202610/27/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Pennington, NJ
Nicholas M. Perciasepe823277610/28/202610/27/2026Strategic Advisers LLC104555Towson, MD
Nicole Czaja779060610/28/202610/27/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Riverside, RI
Omar Amjad812347310/28/202610/27/2026Wells Fargo Clearing Services, LLC19616Herndon, VA
Owen R. Macadam796357310/28/202610/27/2026Morgan Stanley149777Westport, CT
Pang-Chi Fan827970810/28/202610/27/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Redmond, WA
Patricia M. Rhodes563068210/28/202610/27/2026State Farm Investment Management Corp.3487Franklin, VA
Pearson M. Harper827810310/28/202610/27/2026Cetera Investment Advisers LLC105644Minneapolis, MN
Pei F. Lee716941010/28/202610/27/2026Strategic Advisers LLC104555Hayward, CA
Peter Sao754686810/28/202610/27/2026Empower Advisory Group, LLC112058Johnston, RI
Rachael Martinez826852310/28/202610/27/2026Fifth Third Securities, Inc.628Waterford, MI
Rebecca A. Sirmon668043210/28/202610/27/2026Edward Jones250St. Louis, MO
Ricardo Rico831907610/28/202610/27/2026Empower Advisory Group, LLC112058Chicago, IL
Robert C. Patton835282210/28/202610/27/2026Sounding Line Wealth Management, LLC343232Durham, NC
Robine M. V. Doorn835314910/28/202610/27/2026Financial Synergies105643Houston, TX
Rohit Chaudhary653961510/28/202610/27/2026Tulan Capital LLC344915Basalt, CO
Ryan E. Dodge759308810/28/202610/27/2026Eagle Strategies LLC110826Pittsburgh, PA
Ryan J. Dukes766185910/28/202610/27/2026Edward Jones250Charlotte, NC
Saadi Sabah703736410/28/202610/27/2026Eclat Wealth Advisors344557Boca Raton, FL
Santiago Cucalon835542510/28/202610/27/2026Bolton Securities Corporation129376Miami, FL
Santiago L. Lopera835932710/28/202610/27/2026J.P. Morgan Securities LLC79Miami, FL

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